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AMG National Trust Bank’s Coffee Holding Co JVA Stock Holding History

AMG National Trust Bank’s Portfolio JVA Stock Details JVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-16,465
Closed -$77K – 259
2017
Q1 		$77K Hold
16,465
– – 0.01% 250
2016
Q4 		$77K Hold
16,465
– – 0.01% 243
2016
Q3 		$92K Buy
+16,465
New +$93.6K 0.01% 257

Other funds holding JVA

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

AMG National Trust Bank's JVA Position: Q2 2017 in Review

AMG National Trust Bank sold out of Coffee Holding Co (JVA) in Q2 2017, closing a stake of 16,465 shares — an estimated $77K sold.

AMG National Trust Bank first reported a position in JVA in Q3 2016 and held it in 3 quarters. The position peaked at $92K in Q3 2016. 19 funds tracked by Wall St. Rank hold JVA as of Q2 2017.

  • AMG National Trust Bank reported no remaining Coffee Holding Co position as of Q2 2017 after selling out during the quarter.
  • AMG National Trust Bank sold 16,465 Coffee Holding Co shares in Q2 2017, an estimated $77K.
  • AMG National Trust Bank first reported a position in Coffee Holding Co in Q3 2016 and held it in 3 quarters.
  • AMG National Trust Bank's Coffee Holding Co position peaked at $92K in Q3 2016.
  • 19 funds tracked by Wall St. Rank held Coffee Holding Co as of Q2 2017.

Based on AMG National Trust Bank's 13F filing for Q2 2017, filed 10 Aug 2017.