FIM
BMTC

Freedom Investment Management’s Bryn Mawr Bank Corp BMTC Stock Holding History

Freedom Investment 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
2018
Q4 		– Sell
-6,087
Closed -$296K – 927
2018
Q3 		$296K Sell
6,087
-66
-1% -$3.18K 0.02% 707
2018
Q2 		$285K Sell
6,153
-500
-8% -$23.1K 0.02% 774
2018
Q1 		$292K Buy
+6,653
New +$300K 0.01% 886

Other funds holding BMTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Freedom Investment Management's BMTC Position: Q4 2018 in Review

Freedom Investment Management sold out of Bryn Mawr Bank Corp (BMTC) in Q4 2018, closing a stake of 6,087 shares — an estimated $296K sold.

Freedom Investment Management first reported a position in BMTC in Q1 2018 and held it in 3 quarters. The position peaked at $296K in Q3 2018. 137 funds tracked by Wall St. Rank hold BMTC as of Q4 2018.

  • Freedom Investment Management reported no remaining Bryn Mawr Bank Corp position as of Q4 2018 after selling out during the quarter.
  • Freedom Investment Management sold 6,087 Bryn Mawr Bank Corp shares in Q4 2018, an estimated $296K.
  • Freedom Investment Management first reported a position in Bryn Mawr Bank Corp in Q1 2018 and held it in 3 quarters.
  • Freedom Investment Management's Bryn Mawr Bank Corp position peaked at $296K in Q3 2018.
  • 137 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q4 2018.

Based on Freedom Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.