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New England Realty Associates

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$828K +$807K +17,682 New
Morgan Stanley
2
Morgan Stanley
New York
$207K – – –
Bank of America
3
Bank of America
North Carolina
$58K – – –
BPBT
4
Boston Private Bank & Trust
Massachusetts
$5K – – –
Wells Fargo
5
Wells Fargo
California
$5K +$5.43K +119 +11,900%
U
6
UBS
Switzerland
$3K -$32.3K -709 -92%
Invesco
7
Invesco
Georgia
– -$786K -17,682 Closed
California Public Employees Retirement System
8
California Public Employees Retirement System
California
– -$178K -4,000 Closed