FGC
BMTC

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

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+19
New +$751 ﹤0.01% 1295
2018
Q1 		$2K Buy
41
+10
+32% +$451 ﹤0.01% 1026
2017
Q4 		$1K Buy
+31
New +$1.37K ﹤0.01% 1280

Other funds holding BMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Financial Gravity Companies's BMTC Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Bryn Mawr Bank Corp (BMTC) in Q4 2018: 19 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1295 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BMTC as recently as Q1 2018.

Financial Gravity Companies first reported a position in BMTC in Q4 2017 and has held it in 3 quarters since. The position peaked at $2K in Q1 2018. 137 funds tracked by Wall St. Rank hold BMTC as of Q4 2018.

  • Financial Gravity Companies held 19 shares of Bryn Mawr Bank Corp worth $1K as of Q4 2018.
  • Bryn Mawr Bank Corp was a new Financial Gravity Companies position in Q4 2018.
  • Bryn Mawr Bank Corp made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1295 holding.
  • Financial Gravity Companies first reported a position in Bryn Mawr Bank Corp in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Bryn Mawr Bank Corp position peaked at $2K in Q1 2018.
  • 137 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.