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National Planning Corporation’s Bankwell Financial Group BWFG Stock Holding History

National Planning Corporation’s Portfolio BWFG Stock Details BWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,144
Closed -$23.7K – 829
2014
Q4 		$23.7K Buy
+1,144
New +$22.1K ﹤0.01% 1634

Other funds holding BWFG

EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
CC
Consector Capital New York $45.9M AUM 4.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
WIC
Wilkins Investment Counsel Boston, Massachusetts $698M AUM 17.36% 1-Year Est. Return

National Planning Corporation's BWFG Position: Q1 2015 in Review

National Planning Corporation sold out of Bankwell Financial Group (BWFG) in Q1 2015, closing a stake of 1,144 shares — an estimated $23.7K sold.

National Planning Corporation first reported a position in BWFG in Q4 2014 and held it in 1 quarter. The position peaked at $23.7K in Q4 2014. 22 funds tracked by Wall St. Rank hold BWFG as of Q1 2015.

  • National Planning Corporation reported no remaining Bankwell Financial Group position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,144 Bankwell Financial Group shares in Q1 2015, an estimated $23.7K.
  • National Planning Corporation first reported a position in Bankwell Financial Group in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Bankwell Financial Group position peaked at $23.7K in Q4 2014.
  • 22 funds tracked by Wall St. Rank held Bankwell Financial Group as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.