HCA
BMTC

Horan Capital Advisors’s Bryn Mawr Bank Corp BMTC Stock Holding History

Horan Capital Advisors’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
2017
Q4 		– Sell
-206
Closed -$9K – 295
2017
Q3 		$9K Buy
+206
New +$8.59K 0.01% 265

Other funds holding BMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Horan Capital Advisors's BMTC Position: Q4 2017 in Review

Horan Capital Advisors sold out of Bryn Mawr Bank Corp (BMTC) in Q4 2017, closing a stake of 206 shares — an estimated $9K sold.

Horan Capital Advisors first reported a position in BMTC in Q3 2017 and held it in 1 quarter. The position peaked at $9K in Q3 2017. 143 funds tracked by Wall St. Rank hold BMTC as of Q4 2017.

  • Horan Capital Advisors reported no remaining Bryn Mawr Bank Corp position as of Q4 2017 after selling out during the quarter.
  • Horan Capital Advisors sold 206 Bryn Mawr Bank Corp shares in Q4 2017, an estimated $9K.
  • Horan Capital Advisors first reported a position in Bryn Mawr Bank Corp in Q3 2017 and held it in 1 quarter.
  • Horan Capital Advisors's Bryn Mawr Bank Corp position peaked at $9K in Q3 2017.
  • 143 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q4 2017.

Based on Horan Capital Advisors's 13F filing for Q4 2017, filed 6 Feb 2018.