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Emerald Mutual Fund Advisers Trust’s Bankwell Financial Group BWFG Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2014
Q3 		– Sell
-50,000
Closed -$850K – 220
2014
Q2 		$850K Buy
+50,000
New +$880K 0.08% 166

Other funds holding BWFG

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BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
CC
Consector Capital New York $45.9M AUM 4.93% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
WIC
Wilkins Investment Counsel Boston, Massachusetts $698M AUM 17.36% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's BWFG Position: Q3 2014 in Review

Emerald Mutual Fund Advisers Trust sold out of Bankwell Financial Group (BWFG) in Q3 2014, closing a stake of 50,000 shares — an estimated $850K sold.

Emerald Mutual Fund Advisers Trust first reported a position in BWFG in Q2 2014 and held it in 1 quarter. The position peaked at $850K in Q2 2014. 19 funds tracked by Wall St. Rank hold BWFG as of Q3 2014.

  • Emerald Mutual Fund Advisers Trust reported no remaining Bankwell Financial Group position as of Q3 2014 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 50,000 Bankwell Financial Group shares in Q3 2014, an estimated $850K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Bankwell Financial Group in Q2 2014 and held it in 1 quarter.
  • Emerald Mutual Fund Advisers Trust's Bankwell Financial Group position peaked at $850K in Q2 2014.
  • 19 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2014.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q3 2014, filed 28 Oct 2014.