JWA
FWV

JFS Wealth Advisors’s FIRST WEST VIRGINIA BANCRP INC FWV Stock Holding History

JFS Wealth Advisors’s Portfolio FWV Stock Details FWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-193
Closed -$5K – 537
2015
Q1 		$5K Buy
+193
New +$4.22K ﹤0.01% 421

Other funds holding FWV

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Ativo Capital Management Chicago, Illinois $115M AUM 19.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
SNT
Security National Trust Wheeling, West Virginia $432M AUM 27.86% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

JFS Wealth Advisors's FWV Position: Q2 2015 in Review

JFS Wealth Advisors sold out of FIRST WEST VIRGINIA BANCRP INC (FWV) in Q2 2015, closing a stake of 193 shares — an estimated $5K sold.

JFS Wealth Advisors first reported a position in FWV in Q1 2015 and held it in 1 quarter. The position peaked at $5K in Q1 2015. 12 funds tracked by Wall St. Rank hold FWV as of Q2 2015.

  • JFS Wealth Advisors reported no remaining FIRST WEST VIRGINIA BANCRP INC position as of Q2 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 193 FIRST WEST VIRGINIA BANCRP INC shares in Q2 2015, an estimated $5K.
  • JFS Wealth Advisors first reported a position in FIRST WEST VIRGINIA BANCRP INC in Q1 2015 and held it in 1 quarter.
  • JFS Wealth Advisors's FIRST WEST VIRGINIA BANCRP INC position peaked at $5K in Q1 2015.
  • 12 funds tracked by Wall St. Rank held FIRST WEST VIRGINIA BANCRP INC as of Q2 2015.

Based on JFS Wealth Advisors's 13F filing for Q2 2015, filed 31 Jul 2015.