Financial Gravity Asset Management’s Bryn Mawr Bank Corp BMTC Stock Holding History

Financial Gravity Asset Management’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
2019 Q3	–	Sell	-7	Closed	-$252	–	1650
2019 Q2	$0	Buy	7 +3	+75%	+$112	﹤0.01%	1788
2019 Q1	$0	Buy	+4	New	+$152	﹤0.01%	1611
2018 Q3	$2K	Buy	52 +15	+41%	+$723	﹤0.01%	1036
2018 Q2	$2K	Sell	37 -4	-10%	-$185	﹤0.01%	1059
2018 Q1	$2K	Buy	+41	New	+$1.85K	﹤0.01%	1026

Other funds holding BMTC

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Financial Gravity Asset Management's BMTC Position: Q3 2019 in Review

Financial Gravity Asset Management sold out of Bryn Mawr Bank Corp (BMTC) in Q3 2019, closing a stake of 7 shares — an estimated $252 sold.

Financial Gravity Asset Management first reported a position in BMTC in Q1 2018 and held it in 5 quarters. The position peaked at $2K in Q3 2018. 149 funds tracked by Wall St. Rank hold BMTC as of Q3 2019.

Financial Gravity Asset Management reported no remaining Bryn Mawr Bank Corp position as of Q3 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 7 Bryn Mawr Bank Corp shares in Q3 2019, an estimated $252.
Financial Gravity Asset Management first reported a position in Bryn Mawr Bank Corp in Q1 2018 and held it in 5 quarters.
Financial Gravity Asset Management's Bryn Mawr Bank Corp position peaked at $2K in Q3 2018.
149 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q3 2019.

Based on Financial Gravity Asset Management's 13F filing for Q3 2019, filed 15 Oct 2019.