Principal Financial Group
BMTC

Principal Financial Group’s Bryn Mawr Bank Corp BMTC Stock Holding History

Principal Financial 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
2021
Q2 		– Sell
-17,179
Closed -$782K – 2680
2021
Q1 		$782K Buy
17,179
+1,326
+8% +$50.5K ﹤0.01% 2047
2020
Q4 		$485K Buy
+15,853
New +$463K ﹤0.01% 2118
2018
Q2 		– Sell
-6,335
Closed -$278K – 2323
2018
Q1 		$278K Buy
6,335
+588
+10% +$26.5K ﹤0.01% 2039
2017
Q4 		$254K Sell
5,747
-632
-10% -$27.9K ﹤0.01% 2082
2017
Q3 		$279K Hold
6,379
– – ﹤0.01% 2040
2017
Q2 		$271K Buy
+6,379
New +$264K ﹤0.01% 2069

Other funds holding BMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Principal Financial Group's BMTC Position: Q2 2021 in Review

Principal Financial Group sold out of Bryn Mawr Bank Corp (BMTC) in Q2 2021, closing a stake of 17,179 shares — an estimated $782K sold.

Principal Financial Group first reported a position in BMTC in Q2 2017 and held it in 6 quarters. The position peaked at $782K in Q1 2021. 140 funds tracked by Wall St. Rank hold BMTC as of Q2 2021.

  • Principal Financial Group reported no remaining Bryn Mawr Bank Corp position as of Q2 2021 after selling out during the quarter.
  • Principal Financial Group sold 17,179 Bryn Mawr Bank Corp shares in Q2 2021, an estimated $782K.
  • Principal Financial Group first reported a position in Bryn Mawr Bank Corp in Q2 2017 and held it in 6 quarters.
  • Principal Financial Group's Bryn Mawr Bank Corp position peaked at $782K in Q1 2021.
  • 140 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q2 2021.

Based on Principal Financial Group's 13F filing for Q2 2021, filed 10 Aug 2021.