BWL
JCAP

Bogart Wealth LLC’s Jernigan Capital, Inc. JCAP Stock Holding History

Bogart Wealth LLC’s Portfolio JCAP Stock Details JCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-5,000
Closed -$96K – 415
2019
Q3 		$96K Buy
5,000
+2,500
+100% +$49.5K 0.05% 125
2019
Q2 		$51K Buy
+2,500
New +$52.6K 0.03% 147

Other funds holding JCAP

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RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
SCM
Shoals Capital Management Arlington, Virginia $21.5M AUM 38.8% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return

Bogart Wealth LLC's JCAP Position: Q4 2019 in Review

Bogart Wealth LLC sold out of Jernigan Capital, Inc. (JCAP) in Q4 2019, closing a stake of 5,000 shares — an estimated $96K sold.

Bogart Wealth LLC first reported a position in JCAP in Q2 2019 and held it in 2 quarters. The position peaked at $96K in Q3 2019. 116 funds tracked by Wall St. Rank hold JCAP as of Q4 2019.

  • Bogart Wealth LLC reported no remaining Jernigan Capital, Inc. position as of Q4 2019 after selling out during the quarter.
  • Bogart Wealth LLC sold 5,000 Jernigan Capital, Inc. shares in Q4 2019, an estimated $96K.
  • Bogart Wealth LLC first reported a position in Jernigan Capital, Inc. in Q2 2019 and held it in 2 quarters.
  • Bogart Wealth LLC's Jernigan Capital, Inc. position peaked at $96K in Q3 2019.
  • 116 funds tracked by Wall St. Rank held Jernigan Capital, Inc. as of Q4 2019.

Based on Bogart Wealth LLC's 13F filing for Q4 2019, filed 10 Feb 2020.