LA
BMTC

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

Legacy 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
2020
Q4 		– Sell
-10,000
Closed -$249K – 119
2020
Q3 		$249K Buy
+10,000
New +$267K 0.16% 88

Other funds holding BMTC

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BlackRock
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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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Legacy Advisors's BMTC Position: Q4 2020 in Review

Legacy Advisors sold out of Bryn Mawr Bank Corp (BMTC) in Q4 2020, closing a stake of 10,000 shares — an estimated $249K sold.

Legacy Advisors first reported a position in BMTC in Q3 2020 and held it in 1 quarter. The position peaked at $249K in Q3 2020. 144 funds tracked by Wall St. Rank hold BMTC as of Q4 2020.

  • Legacy Advisors reported no remaining Bryn Mawr Bank Corp position as of Q4 2020 after selling out during the quarter.
  • Legacy Advisors sold 10,000 Bryn Mawr Bank Corp shares in Q4 2020, an estimated $249K.
  • Legacy Advisors first reported a position in Bryn Mawr Bank Corp in Q3 2020 and held it in 1 quarter.
  • Legacy Advisors's Bryn Mawr Bank Corp position peaked at $249K in Q3 2020.
  • 144 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q4 2020.

Based on Legacy Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.