FTDI
BRKL

First Trust Direct Indexing’s Brookline Bancorp BRKL Stock Holding History

First Trust Direct Indexing’s Portfolio BRKL Stock Details BRKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6,198
Closed -$75K – 474
2020
Q4 		$75K Buy
+6,198
New +$67.1K 0.02% 612

Other funds holding BRKL

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

First Trust Direct Indexing's BRKL Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Brookline Bancorp (BRKL) in Q1 2021, closing a stake of 6,198 shares — an estimated $75K sold.

First Trust Direct Indexing first reported a position in BRKL in Q4 2020 and held it in 1 quarter. The position peaked at $75K in Q4 2020. 166 funds tracked by Wall St. Rank hold BRKL as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Brookline Bancorp position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 6,198 Brookline Bancorp shares in Q1 2021, an estimated $75K.
  • First Trust Direct Indexing first reported a position in Brookline Bancorp in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Brookline Bancorp position peaked at $75K in Q4 2020.
  • 166 funds tracked by Wall St. Rank held Brookline Bancorp as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.