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JFS Wealth Advisors’s Bank of Marin Bancorp BMRC Stock Holding History

JFS Wealth Advisors’s Portfolio BMRC Stock Details BMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,000
Closed -$25K – 486
2015
Q2 		$25K Hold
1,000
– – 0.01% 247
2015
Q1 		$25K Hold
1,000
– – 0.01% 250
2014
Q4 		$26K Buy
+1,000
New +$24.8K ﹤0.01% 257

Other funds holding BMRC

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JFS Wealth Advisors's BMRC Position: Q3 2015 in Review

JFS Wealth Advisors sold out of Bank of Marin Bancorp (BMRC) in Q3 2015, closing a stake of 1,000 shares — an estimated $25K sold.

JFS Wealth Advisors first reported a position in BMRC in Q4 2014 and held it in 3 quarters. The position peaked at $26K in Q4 2014. 76 funds tracked by Wall St. Rank hold BMRC as of Q3 2015.

  • JFS Wealth Advisors reported no remaining Bank of Marin Bancorp position as of Q3 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,000 Bank of Marin Bancorp shares in Q3 2015, an estimated $25K.
  • JFS Wealth Advisors first reported a position in Bank of Marin Bancorp in Q4 2014 and held it in 3 quarters.
  • JFS Wealth Advisors's Bank of Marin Bancorp position peaked at $26K in Q4 2014.
  • 76 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q3 2015.

Based on JFS Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.