JMPWA
WNEB icon

JP Morgan Private Wealth Advisors’s Western New England Bancorp WNEB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio WNEB Stock Details WNEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-16,497
Closed -$116K – 1142
2014
Q3 		$116K Hold
16,497
– – ﹤0.01% 1033
2014
Q2 		$123K Hold
16,497
– – ﹤0.01% 858
2014
Q1 		$123K Hold
16,497
– – ﹤0.01% 843
2013
Q4 		$123K Buy
+16,497
New +$120K ﹤0.01% 639

Other funds holding WNEB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
GCM
Gruss Capital Management New York $715M AUM 9.91% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WNEB Position: Q4 2014 in Review

JP Morgan Private Wealth Advisors sold out of Western New England Bancorp (WNEB) in Q4 2014, closing a stake of 16,497 shares — an estimated $116K sold.

JP Morgan Private Wealth Advisors first reported a position in WNEB in Q4 2013 and held it in 4 quarters. The position peaked at $123K in Q2 2014. 53 funds tracked by Wall St. Rank hold WNEB as of Q4 2014.

  • JP Morgan Private Wealth Advisors reported no remaining Western New England Bancorp position as of Q4 2014 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 16,497 Western New England Bancorp shares in Q4 2014, an estimated $116K.
  • JP Morgan Private Wealth Advisors first reported a position in Western New England Bancorp in Q4 2013 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's Western New England Bancorp position peaked at $123K in Q2 2014.
  • 53 funds tracked by Wall St. Rank held Western New England Bancorp as of Q4 2014.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.