JP Morgan Private Wealth Advisors’s Bryn Mawr Bank Corp BMTC Stock Holding History

JP Morgan Private 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
2019 Q1	–	Sell	-5,846	Closed	-$201K	–	1534
2018 Q4	$201K	Sell	5,846 -63	-1%	-$2.49K	﹤0.01%	1343
2018 Q3	$277K	Hold	5,909	–	–	﹤0.01%	1341
2018 Q2	$274K	Hold	5,909	–	–	﹤0.01%	1240
2018 Q1	$260K	Buy	5,909 +63	+1%	+$2.84K	﹤0.01%	1098
2017 Q4	$259K	Sell	5,846 -63	-1%	-$2.78K	﹤0.01%	1099
2017 Q3	$259K	Buy	5,909 +63	+1%	+$2.63K	﹤0.01%	1071
2017 Q2	$249K	Hold	5,846	–	–	﹤0.01%	1083
2017 Q1	$231K	Hold	5,846	–	–	﹤0.01%	1183
2016 Q4	$247K	Buy	+5,846	New	+$206K	﹤0.01%	1082
2016 Q3	–	Sell	-11,631	Closed	-$340K	–	1289
2016 Q2	$340K	Buy	+11,631	New	+$326K	﹤0.01%	928
2016 Q1	–	Sell	-11,570	Closed	-$332K	–	1316
2015 Q4	$332K	Buy	+11,570	New	+$343K	﹤0.01%	825
2015 Q3	–	Sell	-11,621	Closed	-$350K	–	1166
2015 Q2	$350K	Buy	+11,621	New	+$351K	﹤0.01%	795

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's BMTC Position: Q1 2019 in Review

JP Morgan Private Wealth Advisors sold out of Bryn Mawr Bank Corp (BMTC) in Q1 2019, closing a stake of 5,846 shares — an estimated $201K sold.

JP Morgan Private Wealth Advisors first reported a position in BMTC in Q2 2015 and held it in 12 quarters. The position peaked at $350K in Q2 2015. 142 funds tracked by Wall St. Rank hold BMTC as of Q1 2019.

JP Morgan Private Wealth Advisors reported no remaining Bryn Mawr Bank Corp position as of Q1 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 5,846 Bryn Mawr Bank Corp shares in Q1 2019, an estimated $201K.
JP Morgan Private Wealth Advisors first reported a position in Bryn Mawr Bank Corp in Q2 2015 and held it in 12 quarters.
JP Morgan Private Wealth Advisors's Bryn Mawr Bank Corp position peaked at $350K in Q2 2015.
142 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q1 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2019, filed 30 Apr 2019.