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Kore Private Wealth’s Bankwell Financial Group BWFG Stock Holding History

Kore Private Wealth’s Portfolio BWFG Stock Details BWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,133
Closed -$81K – 383
2020
Q2 		$81K Hold
5,133
– – 0.02% 368
2020
Q1 		$78K Sell
5,133
-867
-14% -$21.9K 0.02% 345
2019
Q4 		$173K Sell
6,000
-24,562
-80% -$702K 0.03% 269
2019
Q3 		$830K Sell
30,562
-5,000
-14% -$136K 0.19% 97
2019
Q2 		$1.02M Hold
35,562
– – 0.23% 87
2019
Q1 		$1.04M Hold
35,562
– – 0.23% 84
2018
Q4 		$1.02M Buy
+35,562
New +$1.04M 0.28% 72

Other funds holding BWFG

LBS
Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Kore Private Wealth's BWFG Position: Q3 2020 in Review

Kore Private Wealth sold out of Bankwell Financial Group (BWFG) in Q3 2020, closing a stake of 5,133 shares — an estimated $81K sold.

Kore Private Wealth first reported a position in BWFG in Q4 2018 and held it in 7 quarters. The position peaked at $1.04M in Q1 2019. 48 funds tracked by Wall St. Rank hold BWFG as of Q3 2020.

  • Kore Private Wealth reported no remaining Bankwell Financial Group position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 5,133 Bankwell Financial Group shares in Q3 2020, an estimated $81K.
  • Kore Private Wealth first reported a position in Bankwell Financial Group in Q4 2018 and held it in 7 quarters.
  • Kore Private Wealth's Bankwell Financial Group position peaked at $1.04M in Q1 2019.
  • 48 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.