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

OneDigital 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
2019 Q3	–	Sell	-635	Closed	-$24K	–	1250
2019 Q2	$24K	Hold	635	–	–	﹤0.01%	766
2019 Q1	$23K	Hold	635	–	–	﹤0.01%	695
2018 Q4	$22K	Hold	635	–	–	﹤0.01%	672
2018 Q3	$30K	Hold	635	–	–	0.01%	540
2018 Q2	$29K	Hold	635	–	–	0.01%	684
2018 Q1	$28K	Hold	635	–	–	0.01%	693
2017 Q4	$28K	Hold	635	–	–	﹤0.01%	687
2017 Q3	$28K	Hold	635	–	–	0.01%	537
2017 Q2	$27K	Buy	+635	New	+$26.2K	0.01%	653

Other funds holding BMTC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

OneDigital Investment Advisors's BMTC Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Bryn Mawr Bank Corp (BMTC) in Q3 2019, closing a stake of 635 shares — an estimated $24K sold.

OneDigital Investment Advisors first reported a position in BMTC in Q2 2017 and held it in 9 quarters. The position peaked at $30K in Q3 2018. 149 funds tracked by Wall St. Rank hold BMTC as of Q3 2019.

OneDigital Investment Advisors reported no remaining Bryn Mawr Bank Corp position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 635 Bryn Mawr Bank Corp shares in Q3 2019, an estimated $24K.
OneDigital Investment Advisors first reported a position in Bryn Mawr Bank Corp in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's Bryn Mawr Bank Corp position peaked at $30K in Q3 2018.
149 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.