PFO
BMTC

Pathstone Family Office’s Bryn Mawr Bank Corp BMTC Stock Holding History

Pathstone Family Office’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
2020
Q4 		– Sell
-7,975
Closed -$198K – 1386
2020
Q3 		$198K Buy
+7,975
New +$213K 0.02% 198

Other funds holding BMTC

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Pathstone Family Office's BMTC Position: Q4 2020 in Review

Pathstone Family Office sold out of Bryn Mawr Bank Corp (BMTC) in Q4 2020, closing a stake of 7,975 shares — an estimated $198K sold.

Pathstone Family Office first reported a position in BMTC in Q3 2020 and held it in 1 quarter. The position peaked at $198K in Q3 2020. 144 funds tracked by Wall St. Rank hold BMTC as of Q4 2020.

  • Pathstone Family Office reported no remaining Bryn Mawr Bank Corp position as of Q4 2020 after selling out during the quarter.
  • Pathstone Family Office sold 7,975 Bryn Mawr Bank Corp shares in Q4 2020, an estimated $198K.
  • Pathstone Family Office first reported a position in Bryn Mawr Bank Corp in Q3 2020 and held it in 1 quarter.
  • Pathstone Family Office's Bryn Mawr Bank Corp position peaked at $198K in Q3 2020.
  • 144 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q4 2020.

Based on Pathstone Family Office's 13F filing for Q4 2020, filed 16 Feb 2021.