JMPWA
UBFO

JP Morgan Private Wealth Advisors’s United Security Bancshares UBFO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio UBFO Stock Details UBFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-15,122
Closed -$163K – 1524
2018
Q1 		$163K Hold
15,122
– – ﹤0.01% 1200
2017
Q4 		$166K Hold
15,122
– – ﹤0.01% 1206
2017
Q3 		$144K Sell
15,122
-2,702
-15% -$25.3K ﹤0.01% 1181
2017
Q2 		$165K Sell
17,824
-1
-0% -$9 ﹤0.01% 1167
2017
Q1 		$129K Hold
17,825
– – ﹤0.01% 1285
2016
Q4 		$137K Sell
17,825
-2
-0% -$13 ﹤0.01% 1193
2016
Q3 		$109K Sell
17,827
-1
-0% -$6 ﹤0.01% 1180
2016
Q2 		$110K Buy
+17,828
New +$91K ﹤0.01% 1204

Other funds holding UBFO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

JP Morgan Private Wealth Advisors's UBFO Position: Q2 2018 in Review

JP Morgan Private Wealth Advisors sold out of United Security Bancshares (UBFO) in Q2 2018, closing a stake of 15,122 shares — an estimated $163K sold.

JP Morgan Private Wealth Advisors first reported a position in UBFO in Q2 2016 and held it in 8 quarters. The position peaked at $166K in Q4 2017. 55 funds tracked by Wall St. Rank hold UBFO as of Q2 2018.

  • JP Morgan Private Wealth Advisors reported no remaining United Security Bancshares position as of Q2 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 15,122 United Security Bancshares shares in Q2 2018, an estimated $163K.
  • JP Morgan Private Wealth Advisors first reported a position in United Security Bancshares in Q2 2016 and held it in 8 quarters.
  • JP Morgan Private Wealth Advisors's United Security Bancshares position peaked at $166K in Q4 2017.
  • 55 funds tracked by Wall St. Rank held United Security Bancshares as of Q2 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.