Zacks Investment Management’s Bryn Mawr Bank Corp BMTC Stock Holding History

Zacks Investment 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
2018 Q4	–	Sell	-68,606	Closed	-$3.22M	–	605
2018 Q3	$3.22M	Buy	68,606 +1,889	+3%	+$91K	0.07%	199
2018 Q2	$3.09M	Buy	66,717 +38,697	+138%	+$1.79M	0.07%	201
2018 Q1	$1.23M	Buy	28,020 +1,860	+7%	+$83.8K	0.03%	369
2017 Q4	$1.16M	Buy	26,160 +1,273	+5%	+$56.2K	0.03%	367
2017 Q3	$1.09M	Sell	24,887 -1,921	-7%	-$80.1K	0.03%	360
2017 Q2	$1.14M	Buy	+26,808	New	+$1.11M	0.03%	336
2015 Q3	–	Sell	-28,754	Closed	-$867K	–	700
2015 Q2	$867K	Buy	28,754 +2,322	+9%	+$70.1K	0.03%	327
2015 Q1	$804K	Buy	+26,432	New	+$791K	0.03%	335

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Zacks Investment Management's BMTC Position: Q4 2018 in Review

Zacks Investment Management sold out of Bryn Mawr Bank Corp (BMTC) in Q4 2018, closing a stake of 68,606 shares — an estimated $3.22M sold.

Zacks Investment Management first reported a position in BMTC in Q1 2015 and held it in 8 quarters. The position peaked at $3.22M in Q3 2018. 137 funds tracked by Wall St. Rank hold BMTC as of Q4 2018.

Zacks Investment Management reported no remaining Bryn Mawr Bank Corp position as of Q4 2018 after selling out during the quarter.
Zacks Investment Management sold 68,606 Bryn Mawr Bank Corp shares in Q4 2018, an estimated $3.22M.
Zacks Investment Management first reported a position in Bryn Mawr Bank Corp in Q1 2015 and held it in 8 quarters.
Zacks Investment Management's Bryn Mawr Bank Corp position peaked at $3.22M in Q3 2018.
137 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q4 2018.

Based on Zacks Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.