JWCA
LOAN

J.W. Cole Advisors’s Manhattan Bridge Capital LOAN Stock Holding History

J.W. Cole Advisors’s Portfolio LOAN Stock Details LOAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-47,699
Closed -$303K – 335
2019
Q4 		$303K Buy
+47,699
New +$301K 0.04% 414

Other funds holding LOAN

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
HR
Hardy Reed Tupelo, Mississippi $1.37B AUM 18.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

J.W. Cole Advisors's LOAN Position: Q1 2020 in Review

J.W. Cole Advisors sold out of Manhattan Bridge Capital (LOAN) in Q1 2020, closing a stake of 47,699 shares — an estimated $303K sold.

J.W. Cole Advisors first reported a position in LOAN in Q4 2019 and held it in 1 quarter. The position peaked at $303K in Q4 2019. 27 funds tracked by Wall St. Rank hold LOAN as of Q1 2020.

  • J.W. Cole Advisors reported no remaining Manhattan Bridge Capital position as of Q1 2020 after selling out during the quarter.
  • J.W. Cole Advisors sold 47,699 Manhattan Bridge Capital shares in Q1 2020, an estimated $303K.
  • J.W. Cole Advisors first reported a position in Manhattan Bridge Capital in Q4 2019 and held it in 1 quarter.
  • J.W. Cole Advisors's Manhattan Bridge Capital position peaked at $303K in Q4 2019.
  • 27 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2020.

Based on J.W. Cole Advisors's 13F filing for Q1 2020, filed 7 May 2020.