WWMSC
BMTC

Wagner Wealth Management (South Carolina)’s Bryn Mawr Bank Corp BMTC Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$1K Hold
16
– – ﹤0.01% 677
2018
Q2 		$1K Hold
16
– – ﹤0.01% 648
2018
Q1 		$1K Buy
+16
New +$721 ﹤0.01% 607
2017
Q4 		– Hold
0
– – – 780

Other funds holding BMTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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

Wagner Wealth Management (South Carolina)'s BMTC Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Bryn Mawr Bank Corp (BMTC) position steady in Q3 2018 at 16 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Wagner Wealth Management (South Carolina) first reported a position in BMTC in Q1 2018 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold BMTC as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 16 shares of Bryn Mawr Bank Corp worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Bryn Mawr Bank Corp share count unchanged in Q3 2018.
  • Bryn Mawr Bank Corp made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #677 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Bryn Mawr Bank Corp in Q1 2018 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.