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BWFG icon

D.A. Davidson & Co’s Bankwell Financial Group BWFG Stock Holding History

D.A. Davidson & Co’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
2017
Q3 		– Sell
-324
Closed -$10K – 1201
2017
Q2 		$10K Sell
324
-24
-7% -$808 ﹤0.01% 2032
2017
Q1 		$11K Buy
+348
New +$11K ﹤0.01% 1992

Other funds holding BWFG

EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return

D.A. Davidson & Co's BWFG Position: Q3 2017 in Review

D.A. Davidson & Co sold out of Bankwell Financial Group (BWFG) in Q3 2017, closing a stake of 324 shares — an estimated $10K sold.

D.A. Davidson & Co first reported a position in BWFG in Q1 2017 and held it in 2 quarters. The position peaked at $11K in Q1 2017. 51 funds tracked by Wall St. Rank hold BWFG as of Q3 2017.

  • D.A. Davidson & Co reported no remaining Bankwell Financial Group position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 324 Bankwell Financial Group shares in Q3 2017, an estimated $10K.
  • D.A. Davidson & Co first reported a position in Bankwell Financial Group in Q1 2017 and held it in 2 quarters.
  • D.A. Davidson & Co's Bankwell Financial Group position peaked at $11K in Q1 2017.
  • 51 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.