YorkBridge Wealth Partners’s Bryn Mawr Bank Corp BMTC Stock Holding History

YorkBridge Wealth Partners’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	–	Sell	-63	Closed	-$3K	–	860
2018 Q2	$3K	Hold	63	–	–	﹤0.01%	758
2018 Q1	$3K	Hold	63	–	–	﹤0.01%	751
2017 Q4	$3K	Buy	63 +16	+34%	+$707	﹤0.01%	778
2017 Q3	$2K	Hold	47	–	–	﹤0.01%	816
2017 Q2	$2K	Hold	47	–	–	﹤0.01%	807
2017 Q1	$2K	Hold	47	–	–	﹤0.01%	795
2016 Q4	$2K	Buy	+47	New	+$1.66K	﹤0.01%	793

Other funds holding BMTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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 Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

YorkBridge Wealth Partners's BMTC Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Bryn Mawr Bank Corp (BMTC) in Q3 2018, closing a stake of 63 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in BMTC in Q4 2016 and held it in 7 quarters. The position peaked at $3K in Q2 2018. 149 funds tracked by Wall St. Rank hold BMTC as of Q3 2018.

YorkBridge Wealth Partners reported no remaining Bryn Mawr Bank Corp position as of Q3 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 63 Bryn Mawr Bank Corp shares in Q3 2018, an estimated $3K.
YorkBridge Wealth Partners first reported a position in Bryn Mawr Bank Corp in Q4 2016 and held it in 7 quarters.
YorkBridge Wealth Partners's Bryn Mawr Bank Corp position peaked at $3K in Q2 2018.
149 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.