IPC
BMTC

Independent Portfolio Consultants’s Bryn Mawr Bank Corp BMTC Stock Holding History

Independent Portfolio Consultants’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
2016
Q1 		– Sell
-11,125
Closed -$320K – 813
2015
Q4 		$320K Sell
11,125
-7,125
-39% -$211K 0.1% 263
2015
Q3 		$567K Buy
18,250
+460
+3% +$13.7K 0.12% 226
2015
Q2 		$537K Buy
17,790
+1,755
+11% +$53K 0.11% 245
2015
Q1 		$488K Buy
16,035
+175
+1% +$5.23K 0.1% 242
2014
Q4 		$496K Buy
15,860
+13,640
+614% +$407K 0.1% 249
2014
Q3 		$63K Buy
2,220
+895
+68% +$26.4K 0.02% 605
2014
Q2 		$39K Buy
+1,325
New +$37.7K 0.01% 677

Other funds holding BMTC

CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Independent Portfolio Consultants's BMTC Position: Q1 2016 in Review

Independent Portfolio Consultants sold out of Bryn Mawr Bank Corp (BMTC) in Q1 2016, closing a stake of 11,125 shares — an estimated $320K sold.

Independent Portfolio Consultants first reported a position in BMTC in Q2 2014 and held it in 7 quarters. The position peaked at $567K in Q3 2015. 113 funds tracked by Wall St. Rank hold BMTC as of Q1 2016.

  • Independent Portfolio Consultants reported no remaining Bryn Mawr Bank Corp position as of Q1 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 11,125 Bryn Mawr Bank Corp shares in Q1 2016, an estimated $320K.
  • Independent Portfolio Consultants first reported a position in Bryn Mawr Bank Corp in Q2 2014 and held it in 7 quarters.
  • Independent Portfolio Consultants's Bryn Mawr Bank Corp position peaked at $567K in Q3 2015.
  • 113 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q1 2016.

Based on Independent Portfolio Consultants's 13F filing for Q1 2016, filed 13 Apr 2016.