JP Morgan Private Wealth Advisors’s First of Long Island Corp FLIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-11,250	Closed	-$213K	–	1149
2014 Q4	$213K	Buy	+11,250	New	+$192K	﹤0.01%	973
2014 Q3	–	Sell	-12,600	Closed	-$219K	–	1084
2014 Q2	$219K	Sell	12,600 -3,425	-21%	-$58.3K	﹤0.01%	798
2014 Q1	$289K	Sell	16,025 -225	-1%	-$4K	0.01%	723
2013 Q4	$310K	Sell	16,250 -675	-4%	-$12.2K	0.01%	527
2013 Q3	$292K	Buy	+16,925	New	+$276K	0.01%	515

Other funds holding FLIC

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's FLIC Position: Q1 2015 in Review

JP Morgan Private Wealth Advisors sold out of First of Long Island Corp (FLIC) in Q1 2015, closing a stake of 11,250 shares — an estimated $213K sold.

JP Morgan Private Wealth Advisors first reported a position in FLIC in Q3 2013 and held it in 5 quarters. The position peaked at $310K in Q4 2013. 65 funds tracked by Wall St. Rank hold FLIC as of Q1 2015.

JP Morgan Private Wealth Advisors reported no remaining First of Long Island Corp position as of Q1 2015 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 11,250 First of Long Island Corp shares in Q1 2015, an estimated $213K.
JP Morgan Private Wealth Advisors first reported a position in First of Long Island Corp in Q3 2013 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's First of Long Island Corp position peaked at $310K in Q4 2013.
65 funds tracked by Wall St. Rank held First of Long Island Corp as of Q1 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.