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HC Financial Advisors’s Bank of Marin Bancorp BMRC Stock Holding History

HC Financial Advisors’s Portfolio BMRC Stock Details BMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-358
Closed -$14K – 332
2021
Q1 		$14K Sell
358
-200
-36% -$7.71K 0.01% 218
2020
Q4 		$19K Sell
558
-200
-26% -$6.81K 0.01% 204
2020
Q3 		$22K Hold
758
– – 0.02% 173
2020
Q2 		$25K Sell
758
-2,858
-79% -$90.5K 0.02% 162
2020
Q1 		$108K Buy
+3,616
New +$142K 0.1% 79

Other funds holding BMRC

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

HC Financial Advisors's BMRC Position: Q2 2021 in Review

HC Financial Advisors sold out of Bank of Marin Bancorp (BMRC) in Q2 2021, closing a stake of 358 shares — an estimated $14K sold.

HC Financial Advisors first reported a position in BMRC in Q1 2020 and held it in 5 quarters. The position peaked at $108K in Q1 2020. 95 funds tracked by Wall St. Rank hold BMRC as of Q2 2021.

  • HC Financial Advisors reported no remaining Bank of Marin Bancorp position as of Q2 2021 after selling out during the quarter.
  • HC Financial Advisors sold 358 Bank of Marin Bancorp shares in Q2 2021, an estimated $14K.
  • HC Financial Advisors first reported a position in Bank of Marin Bancorp in Q1 2020 and held it in 5 quarters.
  • HC Financial Advisors's Bank of Marin Bancorp position peaked at $108K in Q1 2020.
  • 95 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2021.

Based on HC Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.