JP Morgan Private Wealth Advisors’s Ares Commercial Real Estate ACRE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ACRE Stock Details ACRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,714	Closed	-$170K	–	1421
2019 Q4	$170K	Sell	10,714 -1	-0%	-$16	﹤0.01%	1418
2019 Q3	$163K	Sell	10,715 -710	-6%	-$10.8K	﹤0.01%	1365
2019 Q2	$170K	Hold	11,425	–	–	﹤0.01%	1309
2019 Q1	$174K	Hold	11,425	–	–	﹤0.01%	1387
2018 Q4	$149K	Buy	+11,425	New	+$160K	﹤0.01%	1369

Other funds holding ACRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DFG

Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

SCP

Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CCM

Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ACRE Position: Q1 2020 in Review

JP Morgan Private Wealth Advisors sold out of Ares Commercial Real Estate (ACRE) in Q1 2020, closing a stake of 10,714 shares — an estimated $170K sold.

JP Morgan Private Wealth Advisors first reported a position in ACRE in Q4 2018 and held it in 5 quarters. The position peaked at $174K in Q1 2019. 129 funds tracked by Wall St. Rank hold ACRE as of Q1 2020.

JP Morgan Private Wealth Advisors reported no remaining Ares Commercial Real Estate position as of Q1 2020 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,714 Ares Commercial Real Estate shares in Q1 2020, an estimated $170K.
JP Morgan Private Wealth Advisors first reported a position in Ares Commercial Real Estate in Q4 2018 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's Ares Commercial Real Estate position peaked at $174K in Q1 2019.
129 funds tracked by Wall St. Rank held Ares Commercial Real Estate as of Q1 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.