PWMG
BMTC

Prestige Wealth Management Group’s Bryn Mawr Bank Corp BMTC Stock Holding History

Prestige Wealth Management 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
Q1 		– Sell
-24
Closed -$1K – 1232
2018
Q4 		$1K Buy
+24
New +$948 ﹤0.01% 1182

Other funds holding BMTC

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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

Prestige Wealth Management Group's BMTC Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Bryn Mawr Bank Corp (BMTC) in Q1 2019, closing a stake of 24 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in BMTC in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 142 funds tracked by Wall St. Rank hold BMTC as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Bryn Mawr Bank Corp position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 24 Bryn Mawr Bank Corp shares in Q1 2019, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in Bryn Mawr Bank Corp in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Bryn Mawr Bank Corp position peaked at $1K in Q4 2018.
  • 142 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.