Marshall Financial Group (Pennsylvania)’s Bryn Mawr Bank Corp BMTC Stock Holding History

Marshall Financial Group (Pennsylvania)’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
2022 Q1	–	Sell	-13,417	Closed	-$604K	–	61
2021 Q4	$604K	Hold	13,417	–	–	0.23%	39
2021 Q3	$617K	Hold	13,417	–	–	0.26%	36
2021 Q2	$566K	Hold	13,417	–	–	0.24%	36
2021 Q1	$611K	Hold	13,417	–	–	0.28%	33
2020 Q4	$410K	Hold	13,417	–	–	0.2%	39
2020 Q3	$334K	Hold	13,417	–	–	0.2%	40
2020 Q2	$371K	Hold	13,417	–	–	0.25%	37
2020 Q1	$381K	Hold	13,417	–	–	0.31%	36
2019 Q4	$553K	Hold	13,417	–	–	0.37%	30
2019 Q3	$490K	Hold	13,417	–	–	0.37%	30
2019 Q2	$501K	Hold	13,417	–	–	0.38%	28
2019 Q1	$485K	Hold	13,417	–	–	0.4%	29
2018 Q4	$462K	Buy	+13,417	New	+$530K	0.44%	28

Marshall Financial Group (Pennsylvania)'s BMTC Position: Q1 2022 in Review

Marshall Financial Group (Pennsylvania) sold out of Bryn Mawr Bank Corp (BMTC) in Q1 2022, closing a stake of 13,417 shares — an estimated $604K sold.

Marshall Financial Group (Pennsylvania) first reported a position in BMTC in Q4 2018 and held it in 13 quarters. The position peaked at $617K in Q3 2021. 0 funds tracked by Wall St. Rank hold BMTC as of Q1 2022.

Marshall Financial Group (Pennsylvania) reported no remaining Bryn Mawr Bank Corp position as of Q1 2022 after selling out during the quarter.
Marshall Financial Group (Pennsylvania) sold 13,417 Bryn Mawr Bank Corp shares in Q1 2022, an estimated $604K.
Marshall Financial Group (Pennsylvania) first reported a position in Bryn Mawr Bank Corp in Q4 2018 and held it in 13 quarters.
Marshall Financial Group (Pennsylvania)'s Bryn Mawr Bank Corp position peaked at $617K in Q3 2021.
0 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q1 2022.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q1 2022, filed 10 May 2022.