Independence Advisors’s Bryn Mawr Bank Corp BMTC Stock Holding History

Independence 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
2020 Q3	$1.47M	Hold	59,168	–	–	0.32%	30
2020 Q2	$1.64M	Hold	59,168	–	–	0.37%	29
2020 Q1	$1.68M	Hold	59,168	–	–	0.46%	28
2019 Q4	$2.44M	Hold	59,168	–	–	0.59%	24
2019 Q3	$2.16M	Hold	59,168	–	–	0.53%	24
2019 Q2	$2.21M	Hold	59,168	–	–	0.57%	22
2019 Q1	$2.14M	Hold	59,168	–	–	0.6%	23
2018 Q4	$2.04M	Hold	59,168	–	–	0.68%	21
2018 Q3	$2.77M	Hold	59,168	–	–	0.83%	22
2018 Q2	$2.74M	Hold	59,168	–	–	0.88%	21
2018 Q1	$2.6M	Hold	59,168	–	–	0.86%	21
2017 Q4	$2.62M	Hold	59,168	–	–	0.88%	20
2017 Q3	$2.59M	Hold	59,168	–	–	1.03%	18
2017 Q2	$2.52M	Hold	59,168	–	–	1%	19
2017 Q1	$2.34M	Hold	59,168	–	–	0.98%	18
2016 Q4	$2.49M	Hold	59,168	–	–	1.1%	18
2016 Q3	$1.89M	Buy	+59,168	New	+$1.81M	0.89%	18

Other funds holding BMTC

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independence Advisors's BMTC Position: Q3 2020 in Review

Independence Advisors held its Bryn Mawr Bank Corp (BMTC) position steady in Q3 2020 at 59,168 shares worth $1.47M. The position accounts for 0.32% of the portfolio, ranked #30.

Independence Advisors first reported a position in BMTC in Q3 2016 and has held it in 17 quarters since. The position peaked at $2.77M in Q3 2018. 135 funds tracked by Wall St. Rank hold BMTC as of Q3 2020.

Independence Advisors held 59,168 shares of Bryn Mawr Bank Corp worth $1.47M as of Q3 2020.
Independence Advisors left its Bryn Mawr Bank Corp share count unchanged in Q3 2020.
Bryn Mawr Bank Corp made up 0.32% of Independence Advisors's portfolio in Q3 2020, its #30 holding.
Independence Advisors first reported a position in Bryn Mawr Bank Corp in Q3 2016 and has held it in 17 quarters since.
Independence Advisors's Bryn Mawr Bank Corp position peaked at $2.77M in Q3 2018.
135 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.