Mount Yale Investment Advisors’s Bryn Mawr Bank Corp BMTC Stock Holding History

Mount Yale Investment 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
2018 Q4	–	Sell	-3,111	Closed	-$126K	–	863
2018 Q3	$126K	Buy	3,111 +216	+7%	+$10.4K	0.02%	373
2018 Q2	$134K	Sell	2,895 -51	-2%	-$2.35K	0.03%	378
2018 Q1	$129K	Buy	+2,946	New	+$133K	0.03%	383

Other funds holding BMTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 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

Mount Yale Investment Advisors's BMTC Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Bryn Mawr Bank Corp (BMTC) in Q4 2018, closing a stake of 3,111 shares — an estimated $126K sold.

Mount Yale Investment Advisors first reported a position in BMTC in Q1 2018 and held it in 3 quarters. The position peaked at $134K in Q2 2018. 137 funds tracked by Wall St. Rank hold BMTC as of Q4 2018.

Mount Yale Investment Advisors reported no remaining Bryn Mawr Bank Corp position as of Q4 2018 after selling out during the quarter.
Mount Yale Investment Advisors sold 3,111 Bryn Mawr Bank Corp shares in Q4 2018, an estimated $126K.
Mount Yale Investment Advisors first reported a position in Bryn Mawr Bank Corp in Q1 2018 and held it in 3 quarters.
Mount Yale Investment Advisors's Bryn Mawr Bank Corp position peaked at $134K in Q2 2018.
137 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.