SFS
BMTC

Sowell Financial Services’s Bryn Mawr Bank Corp BMTC Stock Holding History

Sowell Financial Services’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
-428
Closed -$20K – 3117
2021
Q1 		$20K Buy
+428
New +$16.3K ﹤0.01% 2070

Other funds holding BMTC

BlackRock
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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

Sowell Financial Services's BMTC Position: Q2 2021 in Review

Sowell Financial Services sold out of Bryn Mawr Bank Corp (BMTC) in Q2 2021, closing a stake of 428 shares — an estimated $20K sold.

Sowell Financial Services first reported a position in BMTC in Q1 2021 and held it in 1 quarter. The position peaked at $20K in Q1 2021. 140 funds tracked by Wall St. Rank hold BMTC as of Q2 2021.

  • Sowell Financial Services reported no remaining Bryn Mawr Bank Corp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 428 Bryn Mawr Bank Corp shares in Q2 2021, an estimated $20K.
  • Sowell Financial Services first reported a position in Bryn Mawr Bank Corp in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Bryn Mawr Bank Corp position peaked at $20K in Q1 2021.
  • 140 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.