Creative Financial Designs’s Bryn Mawr Bank Corp BMTC Stock Holding History

Creative Financial Designs’s Portfolio BMTC Stock Details BMTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-391	Closed	-$18K	–	1503
2021 Q3	$18K	Hold	391	–	–	﹤0.01%	896
2021 Q2	$16K	Hold	391	–	–	﹤0.01%	923
2021 Q1	$18K	Hold	391	–	–	﹤0.01%	811
2020 Q4	$12K	Hold	391	–	–	﹤0.01%	838
2020 Q3	$10K	Hold	391	–	–	﹤0.01%	811
2020 Q2	$11K	Buy	+391	New	+$10.6K	﹤0.01%	741

Other funds holding BMTC

Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Creative Financial Designs's BMTC Position: Q4 2021 in Review

Creative Financial Designs sold out of Bryn Mawr Bank Corp (BMTC) in Q4 2021, closing a stake of 391 shares — an estimated $18K sold.

Creative Financial Designs first reported a position in BMTC in Q2 2020 and held it in 6 quarters. The position peaked at $18K in Q3 2021. 144 funds tracked by Wall St. Rank hold BMTC as of Q4 2021.

Creative Financial Designs reported no remaining Bryn Mawr Bank Corp position as of Q4 2021 after selling out during the quarter.
Creative Financial Designs sold 391 Bryn Mawr Bank Corp shares in Q4 2021, an estimated $18K.
Creative Financial Designs first reported a position in Bryn Mawr Bank Corp in Q2 2020 and held it in 6 quarters.
Creative Financial Designs's Bryn Mawr Bank Corp position peaked at $18K in Q3 2021.
144 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.