IA
BMTC

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

IndexIQ 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
2021
Q1 		– Sell
-7,380
Closed -$226K – 1374
2020
Q4 		$226K Buy
7,380
+762
+12% +$22.3K 0.01% 862
2020
Q3 		$165K Buy
6,618
+360
+6% +$9.61K 0.01% 791
2020
Q2 		$173K Sell
6,258
-433
-6% -$11.8K 0.01% 721
2020
Q1 		$190K Buy
+6,691
New +$235K 0.01% 441

Other funds holding BMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

IndexIQ Advisors's BMTC Position: Q1 2021 in Review

IndexIQ Advisors sold out of Bryn Mawr Bank Corp (BMTC) in Q1 2021, closing a stake of 7,380 shares — an estimated $226K sold.

IndexIQ Advisors first reported a position in BMTC in Q1 2020 and held it in 4 quarters. The position peaked at $226K in Q4 2020. 150 funds tracked by Wall St. Rank hold BMTC as of Q1 2021.

  • IndexIQ Advisors reported no remaining Bryn Mawr Bank Corp position as of Q1 2021 after selling out during the quarter.
  • IndexIQ Advisors sold 7,380 Bryn Mawr Bank Corp shares in Q1 2021, an estimated $226K.
  • IndexIQ Advisors first reported a position in Bryn Mawr Bank Corp in Q1 2020 and held it in 4 quarters.
  • IndexIQ Advisors's Bryn Mawr Bank Corp position peaked at $226K in Q4 2020.
  • 150 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q1 2021.

Based on IndexIQ Advisors's 13F filing for Q1 2021, filed 7 May 2021.