JWA
BMTC

JFS Wealth Advisors’s Bryn Mawr Bank Corp BMTC Stock Holding History

JFS Wealth 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
Q2 		– Sell
-750
Closed -$32K – 461
2017
Q1 		$32K Hold
750
– – 0.01% 262
2016
Q4 		$32K Sell
750
-5,750
-88% -$203K 0.01% 262
2016
Q3 		$208K Buy
+6,500
New +$199K 0.06% 124

Other funds holding BMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JFS Wealth Advisors's BMTC Position: Q2 2017 in Review

JFS Wealth Advisors sold out of Bryn Mawr Bank Corp (BMTC) in Q2 2017, closing a stake of 750 shares — an estimated $32K sold.

JFS Wealth Advisors first reported a position in BMTC in Q3 2016 and held it in 3 quarters. The position peaked at $208K in Q3 2016. 142 funds tracked by Wall St. Rank hold BMTC as of Q2 2017.

  • JFS Wealth Advisors reported no remaining Bryn Mawr Bank Corp position as of Q2 2017 after selling out during the quarter.
  • JFS Wealth Advisors sold 750 Bryn Mawr Bank Corp shares in Q2 2017, an estimated $32K.
  • JFS Wealth Advisors first reported a position in Bryn Mawr Bank Corp in Q3 2016 and held it in 3 quarters.
  • JFS Wealth Advisors's Bryn Mawr Bank Corp position peaked at $208K in Q3 2016.
  • 142 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q2 2017.

Based on JFS Wealth Advisors's 13F filing for Q2 2017, filed 28 Jul 2017.