WAM
BRKL

Wealthspire Advisors (Maryland)’s Brookline Bancorp BRKL Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BRKL Stock Details BRKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-232
Closed -$3K – 673
2019
Q1 		$3K Sell
232
-77
-25% -$1.15K ﹤0.01% 1979
2018
Q4 		$4K Buy
309
+9
+3% +$136 ﹤0.01% 1791
2018
Q3 		$5K Buy
300
+68
+29% +$1.23K ﹤0.01% 1778
2018
Q2 		$4K Hold
232
– – ﹤0.01% 1861
2018
Q1 		$4K Hold
232
– – ﹤0.01% 1886
2017
Q4 		$4K Buy
232
+177
+322% +$2.76K ﹤0.01% 1887
2017
Q3 		$1K Buy
+55
New +$797 ﹤0.01% 2069

Other funds holding BRKL

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BRKL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Brookline Bancorp (BRKL) in Q2 2019, closing a stake of 232 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in BRKL in Q3 2017 and held it in 7 quarters. The position peaked at $5K in Q3 2018. 182 funds tracked by Wall St. Rank hold BRKL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Brookline Bancorp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 232 Brookline Bancorp shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Brookline Bancorp in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Brookline Bancorp position peaked at $5K in Q3 2018.
  • 182 funds tracked by Wall St. Rank held Brookline Bancorp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.