WA
BMTC

WFG Advisors’s Bryn Mawr Bank Corp BMTC Stock Holding History

WFG Advisors’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
2014
Q4 		– Sell
-532
Closed -$15K – 2278
2014
Q3 		$15K Buy
532
+3
+0.6% +$89 ﹤0.01% 1379
2014
Q2 		$15K Buy
529
+3
+0.6% +$85 ﹤0.01% 1373
2014
Q1 		$15K Buy
526
+3
+0.6% +$86 ﹤0.01% 1362
2013
Q4 		$16K Buy
523
+4
+0.8% +$113 ﹤0.01% 1439
2013
Q3 		$14K Buy
519
+3
+0.6% +$79 ﹤0.01% 1419
2013
Q2 		$12K Buy
+516
New +$11.9K ﹤0.01% 1402

Other funds holding BMTC

CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

WFG Advisors's BMTC Position: Q4 2014 in Review

WFG Advisors sold out of Bryn Mawr Bank Corp (BMTC) in Q4 2014, closing a stake of 532 shares — an estimated $15K sold.

WFG Advisors first reported a position in BMTC in Q2 2013 and held it in 6 quarters. The position peaked at $16K in Q4 2013. 104 funds tracked by Wall St. Rank hold BMTC as of Q4 2014.

  • WFG Advisors reported no remaining Bryn Mawr Bank Corp position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 532 Bryn Mawr Bank Corp shares in Q4 2014, an estimated $15K.
  • WFG Advisors first reported a position in Bryn Mawr Bank Corp in Q2 2013 and held it in 6 quarters.
  • WFG Advisors's Bryn Mawr Bank Corp position peaked at $16K in Q4 2013.
  • 104 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.