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Greenwich Wealth Management’s Bankwell Financial Group BWFG Stock Holding History

Greenwich Wealth Management’s Portfolio BWFG Stock Details BWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-7,274
Closed -$236K – 190
2016
Q4 		$236K Buy
+7,274
New +$199K 0.03% 173

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BlackRock
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CRC
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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
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return

Greenwich Wealth Management's BWFG Position: Q1 2017 in Review

Greenwich Wealth Management sold out of Bankwell Financial Group (BWFG) in Q1 2017, closing a stake of 7,274 shares — an estimated $236K sold.

Greenwich Wealth Management first reported a position in BWFG in Q4 2016 and held it in 1 quarter. The position peaked at $236K in Q4 2016. 47 funds tracked by Wall St. Rank hold BWFG as of Q1 2017.

  • Greenwich Wealth Management reported no remaining Bankwell Financial Group position as of Q1 2017 after selling out during the quarter.
  • Greenwich Wealth Management sold 7,274 Bankwell Financial Group shares in Q1 2017, an estimated $236K.
  • Greenwich Wealth Management first reported a position in Bankwell Financial Group in Q4 2016 and held it in 1 quarter.
  • Greenwich Wealth Management's Bankwell Financial Group position peaked at $236K in Q4 2016.
  • 47 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2017.

Based on Greenwich Wealth Management's 13F filing for Q1 2017, filed 26 Apr 2017.