NFSG
BMTC

Newbridge Financial Services Group’s Bryn Mawr Bank Corp BMTC Stock Holding History

Newbridge Financial Services Group’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
2021
Q3 		– Sell
-1,655
Closed -$70K – 1670
2021
Q2 		$70K Hold
1,655
– – 0.04% 352
2021
Q1 		$75K Buy
+1,655
New +$63.1K 0.06% 310

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VI
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CIP
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Newbridge Financial Services Group's BMTC Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Bryn Mawr Bank Corp (BMTC) in Q3 2021, closing a stake of 1,655 shares — an estimated $70K sold.

Newbridge Financial Services Group first reported a position in BMTC in Q1 2021 and held it in 2 quarters. The position peaked at $75K in Q1 2021. 143 funds tracked by Wall St. Rank hold BMTC as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Bryn Mawr Bank Corp position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,655 Bryn Mawr Bank Corp shares in Q3 2021, an estimated $70K.
  • Newbridge Financial Services Group first reported a position in Bryn Mawr Bank Corp in Q1 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's Bryn Mawr Bank Corp position peaked at $75K in Q1 2021.
  • 143 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.