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New England Realty Associates
NEN
NEN
USD
At close
Updated
Pre-market
After hours
1 day
5 days
1 month
3 months
6 months
Year to date
1 year
5 years
10 years
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
CIBC Private Wealth Group
Atlanta,
Georgia
| $1.03M | – | – | – |
|
| 2 |
2
LPL Financial
San Diego,
California
| $1.02M | -$964K | -17,321 | -50% |
|
| 3 |
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $469K | -$4.23K | -76 | -0.9% |
|
| 4 |
CFMC
4
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $402K | -$27.8K | -500 | -7% |
|
| 5 |
UFA
5
US Financial Advisors
Braintree,
Massachusetts
| $377K | – | – | – |
|
| 6 |
6
Morgan Stanley
New York
| $291K | – | – | – |
|
| 7 |
7
California Public Employees Retirement System
Sacramento,
California
| $231K | – | – | – |
|
| 8 |
GW
8
GW & Wade
Wellesley,
Massachusetts
| $202K | +$195K | +3,512 | New |
|
| 9 |
9
Bank of America
Charlotte,
North Carolina
| $39K | – | – | – |
|
| 10 |
10
Wells Fargo
San Francisco,
California
| $38K | +$36.7K | +659 | +32,950% |
|
| 11 |
11
AssetMark Inc
Concord,
California
| $14K | – | – | – |
|
| 12 |
TRCT
12
Tower Research Capital (TRC)
New York
| $14K | – | – | – |
|
| 13 |
13
Citigroup
New York
| – | -$2K | -35 | Closed |
|