PFGIA
BMTC

Patriot Financial Group Insurance Agency’s Bryn Mawr Bank Corp BMTC Stock Holding History

Patriot Financial Group Insurance Agency’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
-4
Closed – – 2050
2020
Q3 		$0 Hold
4
– – ﹤0.01% 1913
2020
Q2 		$0 Buy
+4
New +$109 ﹤0.01% 1899

Other funds holding BMTC

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Dimensional Fund Advisors
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CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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 $3.37T AUM 44.26% 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

Patriot Financial Group Insurance Agency's BMTC Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Bryn Mawr Bank Corp (BMTC) in Q4 2020, closing a stake of 4 shares.

Patriot Financial Group Insurance Agency first reported a position in BMTC in Q2 2020 and held it in 2 quarters. The position peaked at $0 in Q3 2020. 144 funds tracked by Wall St. Rank hold BMTC as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Bryn Mawr Bank Corp position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4 Bryn Mawr Bank Corp shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in Bryn Mawr Bank Corp in Q2 2020 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Bryn Mawr Bank Corp position peaked at $0 in Q3 2020.
  • 144 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.