PFGIA
BRKL

Patriot Financial Group Insurance Agency’s Brookline Bancorp BRKL Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio BRKL Stock Details BRKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,434
Closed -$35.3K – 1308
2019
Q2 		$37K Hold
2,434
– – 0.02% 486
2019
Q1 		$35K Sell
2,434
-440
-15% -$6.6K 0.02% 439
2018
Q4 		$40K Buy
2,874
+688
+31% +$10.4K 0.03% 359
2018
Q3 		$37K Buy
+2,186
New +$39.6K 0.02% 355

Other funds holding BRKL

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BRKL Position: Q3 2019 in Review

Patriot Financial Group Insurance Agency sold out of Brookline Bancorp (BRKL) in Q3 2019, closing a stake of 2,434 shares — an estimated $35.3K sold.

Patriot Financial Group Insurance Agency first reported a position in BRKL in Q3 2018 and held it in 4 quarters. The position peaked at $40K in Q4 2018. 179 funds tracked by Wall St. Rank hold BRKL as of Q3 2019.

  • Patriot Financial Group Insurance Agency reported no remaining Brookline Bancorp position as of Q3 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,434 Brookline Bancorp shares in Q3 2019, an estimated $35.3K.
  • Patriot Financial Group Insurance Agency first reported a position in Brookline Bancorp in Q3 2018 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Brookline Bancorp position peaked at $40K in Q4 2018.
  • 179 funds tracked by Wall St. Rank held Brookline Bancorp as of Q3 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2019, filed 25 Oct 2019.