JMPWA
CATC

JP Morgan Private Wealth Advisors’s CAMBRIDGE BANCORP CATC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CATC Stock Details CATC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,262
Closed -$204K – 1610
2018
Q3 		$204K Buy
+2,262
New +$203K ﹤0.01% 1477

Other funds holding CATC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CATC Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of CAMBRIDGE BANCORP (CATC) in Q4 2018, closing a stake of 2,262 shares — an estimated $204K sold.

JP Morgan Private Wealth Advisors first reported a position in CATC in Q3 2018 and held it in 1 quarter. The position peaked at $204K in Q3 2018. 77 funds tracked by Wall St. Rank hold CATC as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining CAMBRIDGE BANCORP position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,262 CAMBRIDGE BANCORP shares in Q4 2018, an estimated $204K.
  • JP Morgan Private Wealth Advisors first reported a position in CAMBRIDGE BANCORP in Q3 2018 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's CAMBRIDGE BANCORP position peaked at $204K in Q3 2018.
  • 77 funds tracked by Wall St. Rank held CAMBRIDGE BANCORP as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.