GRP
BMTC

Global Retirement Partners’s Bryn Mawr Bank Corp BMTC Stock Holding History

Global Retirement Partners’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
2021
Q4 		– Sell
-161
Closed -$7K – 2020
2021
Q3 		$7K Buy
+161
New +$6.5K ﹤0.01% 1541

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Vanguard Group
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CIP
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Global Retirement Partners's BMTC Position: Q4 2021 in Review

Global Retirement Partners sold out of Bryn Mawr Bank Corp (BMTC) in Q4 2021, closing a stake of 161 shares — an estimated $7K sold.

Global Retirement Partners first reported a position in BMTC in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 145 funds tracked by Wall St. Rank hold BMTC as of Q4 2021.

  • Global Retirement Partners reported no remaining Bryn Mawr Bank Corp position as of Q4 2021 after selling out during the quarter.
  • Global Retirement Partners sold 161 Bryn Mawr Bank Corp shares in Q4 2021, an estimated $7K.
  • Global Retirement Partners first reported a position in Bryn Mawr Bank Corp in Q3 2021 and held it in 1 quarter.
  • Global Retirement Partners's Bryn Mawr Bank Corp position peaked at $7K in Q3 2021.
  • 145 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q4 2021.

Based on Global Retirement Partners's 13F filing for Q4 2021, filed 21 Jan 2022.