SPIA
BMTC

Steward Partners Investment Advisory’s Bryn Mawr Bank Corp BMTC Stock Holding History

Steward Partners Investment Advisory’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
2018
Q4 		– Sell
-22
Closed -$1K – 2400
2018
Q3 		$1K Buy
+22
New +$1.06K ﹤0.01% 2556

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CIP
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Vanguard Group
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Renaissance Technologies
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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

Steward Partners Investment Advisory's BMTC Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Bryn Mawr Bank Corp (BMTC) in Q4 2018, closing a stake of 22 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in BMTC in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 137 funds tracked by Wall St. Rank hold BMTC as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining Bryn Mawr Bank Corp position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 22 Bryn Mawr Bank Corp shares in Q4 2018, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in Bryn Mawr Bank Corp in Q3 2018 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Bryn Mawr Bank Corp position peaked at $1K in Q3 2018.
  • 137 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.