Nisa Investment Advisors
BMTC

Nisa Investment Advisors’s Bryn Mawr Bank Corp BMTC Stock Holding History

Nisa Investment 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
2021
Q4 		– Sell
-2,000
Closed -$92 – 2371
2021
Q3 		$92 Hold
2,000
– – ﹤0.01% 1741
2021
Q2 		$84 Hold
2,000
– – ﹤0.01% 1783
2021
Q1 		$91 Hold
2,000
– – ﹤0.01% 1790
2020
Q4 		$61K Buy
2,000
+300
+18% +$8.76K ﹤0.01% 1939
2020
Q3 		$42K Buy
+1,700
New +$45.4K ﹤0.01% 1865
2019
Q3 		– Sell
-450
Closed -$17K – 2063
2019
Q2 		$17K Buy
+450
New +$16.8K ﹤0.01% 1635
2018
Q1 		– Sell
-300
Closed -$13K – 1909
2017
Q4 		$13K Hold
300
– – ﹤0.01% 1686
2017
Q3 		$13K Hold
300
– – ﹤0.01% 1676
2017
Q2 		$13K Buy
300
+200
+200% +$8.27K ﹤0.01% 1643
2017
Q1 		$4K Sell
100
-1,000
-91% -$40.5K ﹤0.01% 1831
2016
Q4 		$46K Hold
1,100
– – ﹤0.01% 1440
2016
Q3 		$35K Hold
1,100
– – ﹤0.01% 1471
2016
Q2 		$32K Hold
1,100
– – ﹤0.01% 1471
2016
Q1 		$28K Buy
+1,100
New +$28.6K ﹤0.01% 1499

Other funds holding BMTC

VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Nisa Investment Advisors's BMTC Position: Q4 2021 in Review

Nisa Investment Advisors sold out of Bryn Mawr Bank Corp (BMTC) in Q4 2021, closing a stake of 2,000 shares — an estimated $92 sold.

Nisa Investment Advisors first reported a position in BMTC in Q1 2016 and held it in 14 quarters. The position peaked at $61K in Q4 2020. 145 funds tracked by Wall St. Rank hold BMTC as of Q4 2021.

  • Nisa Investment Advisors reported no remaining Bryn Mawr Bank Corp position as of Q4 2021 after selling out during the quarter.
  • Nisa Investment Advisors sold 2,000 Bryn Mawr Bank Corp shares in Q4 2021, an estimated $92.
  • Nisa Investment Advisors first reported a position in Bryn Mawr Bank Corp in Q1 2016 and held it in 14 quarters.
  • Nisa Investment Advisors's Bryn Mawr Bank Corp position peaked at $61K in Q4 2020.
  • 145 funds tracked by Wall St. Rank held Bryn Mawr Bank Corp as of Q4 2021.

Based on Nisa Investment Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.