WSCM
BMTC

Wellington Shields Capital Management’s Bryn Mawr Bank Corp BMTC Stock Holding History

Wellington Shields Capital Management’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
2013
Q4 		– Sell
-10,000
Closed -$270K – 343
2013
Q3 		$270K Hold
10,000
– – 0.05% 255
2013
Q2 		$239K Buy
+10,000
New +$230K 0.04% 290

Other funds holding BMTC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Wellington Shields Capital Management's BMTC Position: Q4 2013 in Review

Wellington Shields Capital Management sold out of Bryn Mawr Bank Corp (BMTC) in Q4 2013, closing a stake of 10,000 shares — an estimated $270K sold.

Wellington Shields Capital Management first reported a position in BMTC in Q2 2013 and held it in 2 quarters. The position peaked at $270K in Q3 2013. 97 funds tracked by Wall St. Rank hold BMTC as of Q4 2013.

  • Wellington Shields Capital Management reported no remaining Bryn Mawr Bank Corp position as of Q4 2013 after selling out during the quarter.
  • Wellington Shields Capital Management sold 10,000 Bryn Mawr Bank Corp shares in Q4 2013, an estimated $270K.
  • Wellington Shields Capital Management first reported a position in Bryn Mawr Bank Corp in Q2 2013 and held it in 2 quarters.
  • Wellington Shields Capital Management's Bryn Mawr Bank Corp position peaked at $270K in Q3 2013.
  • 97 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q4 2013.

Based on Wellington Shields Capital Management's 13F filing for Q4 2013, filed 11 Feb 2014.