MOACM
BWB icon

Mutual of America Capital Management’s Bridgewater Bancshares BWB Stock Holding History

Mutual of America Capital Management’s Portfolio BWB Stock Details BWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-20,535
Closed -$267K – 1708
2018
Q3 		$267K Hold
20,535
– – ﹤0.01% 1154
2018
Q2 		$261K Sell
20,535
-4,465
-18% -$58.1K ﹤0.01% 1155
2018
Q1 		$327K Buy
+25,000
New +$322K 0.01% 1135

Other funds holding BWB

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Mutual of America Capital Management's BWB Position: Q4 2018 in Review

Mutual of America Capital Management sold out of Bridgewater Bancshares (BWB) in Q4 2018, closing a stake of 20,535 shares — an estimated $267K sold.

Mutual of America Capital Management first reported a position in BWB in Q1 2018 and held it in 3 quarters. The position peaked at $327K in Q1 2018. 67 funds tracked by Wall St. Rank hold BWB as of Q4 2018.

  • Mutual of America Capital Management reported no remaining Bridgewater Bancshares position as of Q4 2018 after selling out during the quarter.
  • Mutual of America Capital Management sold 20,535 Bridgewater Bancshares shares in Q4 2018, an estimated $267K.
  • Mutual of America Capital Management first reported a position in Bridgewater Bancshares in Q1 2018 and held it in 3 quarters.
  • Mutual of America Capital Management's Bridgewater Bancshares position peaked at $327K in Q1 2018.
  • 67 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q4 2018.

Based on Mutual of America Capital Management's 13F filing for Q4 2018, filed 12 Feb 2019.