CAW
BWFG icon

Cornerstone Advisors (Washington)’s Bankwell Financial Group BWFG Stock Holding History

Cornerstone Advisors (Washington)’s Portfolio BWFG Stock Details BWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-47
Closed -$1K – 921
2019
Q2 		$1K Buy
47
+22
+88% +$644 ﹤0.01% 1262
2019
Q1 		$1K Buy
+25
New +$732 ﹤0.01% 1123

Other funds holding BWFG

LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cornerstone Advisors (Washington)'s BWFG Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Bankwell Financial Group (BWFG) in Q3 2019, closing a stake of 47 shares — an estimated $1K sold.

Cornerstone Advisors (Washington) first reported a position in BWFG in Q1 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 56 funds tracked by Wall St. Rank hold BWFG as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Bankwell Financial Group position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 47 Bankwell Financial Group shares in Q3 2019, an estimated $1K.
  • Cornerstone Advisors (Washington) first reported a position in Bankwell Financial Group in Q1 2019 and held it in 2 quarters.
  • Cornerstone Advisors (Washington)'s Bankwell Financial Group position peaked at $1K in Q2 2019.
  • 56 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.