RIA
BMTC

Realta Investment Advisors’s Bryn Mawr Bank Corp BMTC Stock Holding History

Realta Investment Advisors’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
Q2 		– Sell
-8,325
Closed -$236K – 361
2020
Q1 		$236K Buy
8,325
+2,250
+37% +$78.9K 0.1% 235
2019
Q4 		$240K Buy
6,075
+600
+11% +$23.1K 0.07% 303
2019
Q3 		$201K Buy
5,475
+1,100
+25% +$39.6K 0.05% 319
2019
Q2 		$164K Buy
4,375
+500
+13% +$18.7K 0.05% 376
2019
Q1 		$141K Buy
+3,875
New +$147K 0.06% 337

Other funds holding BMTC

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Realta Investment Advisors's BMTC Position: Q2 2020 in Review

Realta Investment Advisors sold out of Bryn Mawr Bank Corp (BMTC) in Q2 2020, closing a stake of 8,325 shares — an estimated $236K sold.

Realta Investment Advisors first reported a position in BMTC in Q1 2019 and held it in 5 quarters. The position peaked at $240K in Q4 2019. 136 funds tracked by Wall St. Rank hold BMTC as of Q2 2020.

  • Realta Investment Advisors reported no remaining Bryn Mawr Bank Corp position as of Q2 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 8,325 Bryn Mawr Bank Corp shares in Q2 2020, an estimated $236K.
  • Realta Investment Advisors first reported a position in Bryn Mawr Bank Corp in Q1 2019 and held it in 5 quarters.
  • Realta Investment Advisors's Bryn Mawr Bank Corp position peaked at $240K in Q4 2019.
  • 136 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q2 2020.

Based on Realta Investment Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.