Lehman Financial Resources’s Bryn Mawr Bank Corp BMTC Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-1,045	Closed	-$32K	–	395
2015 Q3	$32K	Hold	1,045	–	–	0.02%	198
2015 Q2	$31K	Hold	1,045	–	–	0.02%	208
2015 Q1	$32K	Hold	1,045	–	–	0.01%	205
2014 Q4	$33K	Hold	1,045	–	–	0.02%	185
2014 Q3	$30K	Hold	1,045	–	–	0.02%	191
2014 Q2	$30K	Hold	1,045	–	–	0.01%	191
2014 Q1	$30K	Hold	1,045	–	–	0.02%	183
2013 Q4	$32K	Hold	1,045	–	–	0.02%	171
2013 Q3	$28K	Hold	1,045	–	–	0.02%	172
2013 Q2	$25K	Buy	+1,045	New	+$24K	0.02%	157

Other funds holding BMTC

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

ICOM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCCPI

Castle Creek Capital Partners IV Rancho Santa Fe, California $28M AUM 43.6% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Lehman Financial Resources's BMTC Position: Q4 2015 in Review

Lehman Financial Resources sold out of Bryn Mawr Bank Corp (BMTC) in Q4 2015, closing a stake of 1,045 shares — an estimated $32K sold.

Lehman Financial Resources first reported a position in BMTC in Q2 2013 and held it in 10 quarters. The position peaked at $33K in Q4 2014. 113 funds tracked by Wall St. Rank hold BMTC as of Q4 2015.

Lehman Financial Resources reported no remaining Bryn Mawr Bank Corp position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 1,045 Bryn Mawr Bank Corp shares in Q4 2015, an estimated $32K.
Lehman Financial Resources first reported a position in Bryn Mawr Bank Corp in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Bryn Mawr Bank Corp position peaked at $33K in Q4 2014.
113 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.