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Claro Advisors’s Western New England Bancorp WNEB Stock Holding History

Claro Advisors’s Portfolio WNEB Stock Details WNEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,000
Closed -$22K – 939
2018
Q4 		$22K Buy
+2,000
New +$19.8K 0.02% 527

Other funds holding WNEB

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Claro Advisors's WNEB Position: Q1 2019 in Review

Claro Advisors sold out of Western New England Bancorp (WNEB) in Q1 2019, closing a stake of 2,000 shares — an estimated $22K sold.

Claro Advisors first reported a position in WNEB in Q4 2018 and held it in 1 quarter. The position peaked at $22K in Q4 2018. 64 funds tracked by Wall St. Rank hold WNEB as of Q1 2019.

  • Claro Advisors reported no remaining Western New England Bancorp position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 2,000 Western New England Bancorp shares in Q1 2019, an estimated $22K.
  • Claro Advisors first reported a position in Western New England Bancorp in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Western New England Bancorp position peaked at $22K in Q4 2018.
  • 64 funds tracked by Wall St. Rank held Western New England Bancorp as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.