SWMG
HBMD

Strategic Wealth Management Group’s Howard Bancorp, Inc. Common Stock HBMD Stock Holding History

Strategic Wealth Management Group’s Portfolio HBMD Stock Details HBMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-11,052
Closed -$168K – 89
2019
Q2 		$168K Hold
11,052
– – 0.13% 82
2019
Q1 		$164K Hold
11,052
– – 0.13% 80
2018
Q4 		$158K Buy
+11,052
New +$168K 0.15% 77

Other funds holding HBMD

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Strategic Wealth Management Group's HBMD Position: Q3 2019 in Review

Strategic Wealth Management Group sold out of Howard Bancorp, Inc. Common Stock (HBMD) in Q3 2019, closing a stake of 11,052 shares — an estimated $168K sold.

Strategic Wealth Management Group first reported a position in HBMD in Q4 2018 and held it in 3 quarters. The position peaked at $168K in Q2 2019. 53 funds tracked by Wall St. Rank hold HBMD as of Q3 2019.

  • Strategic Wealth Management Group reported no remaining Howard Bancorp, Inc. Common Stock position as of Q3 2019 after selling out during the quarter.
  • Strategic Wealth Management Group sold 11,052 Howard Bancorp, Inc. Common Stock shares in Q3 2019, an estimated $168K.
  • Strategic Wealth Management Group first reported a position in Howard Bancorp, Inc. Common Stock in Q4 2018 and held it in 3 quarters.
  • Strategic Wealth Management Group's Howard Bancorp, Inc. Common Stock position peaked at $168K in Q2 2019.
  • 53 funds tracked by Wall St. Rank held Howard Bancorp, Inc. Common Stock as of Q3 2019.

Based on Strategic Wealth Management Group's 13F filing for Q3 2019, filed 15 Oct 2019.