PSG
BMTC

Planning Solutions Group’s Bryn Mawr Bank Corp BMTC Stock Holding History

Planning Solutions 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
2019
Q2 		$343K Hold
9,182
– – 0.18% 96
2019
Q1 		$332K Hold
9,182
– – 0.18% 95
2018
Q4 		$316K Buy
+9,182
New +$363K 0.19% 95

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
Vanguard Group
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Planning Solutions Group's BMTC Position: Q2 2019 in Review

Planning Solutions Group held its Bryn Mawr Bank Corp (BMTC) position steady in Q2 2019 at 9,182 shares worth $343K. The position accounts for 0.18% of the portfolio, ranked #96.

Planning Solutions Group first reported a position in BMTC in Q4 2018 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold BMTC as of Q2 2019.

  • Planning Solutions Group held 9,182 shares of Bryn Mawr Bank Corp worth $343K as of Q2 2019.
  • Planning Solutions Group left its Bryn Mawr Bank Corp share count unchanged in Q2 2019.
  • Bryn Mawr Bank Corp made up 0.18% of Planning Solutions Group's portfolio in Q2 2019, its #96 holding.
  • Planning Solutions Group first reported a position in Bryn Mawr Bank Corp in Q4 2018 and has held it in 3 quarters since.
  • 150 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.