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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
| $1.22M | – | – | – |
|
| 2 |
2
LPL Financial
San Diego,
California
| $1.18M | – | – | – |
|
| 3 |
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $573K | +$8.15K | +128 | +2% |
|
| 4 |
4
Morgan Stanley
New York
| $283K | -$44.5K | -700 | -15% |
|
| 5 |
5
California Public Employees Retirement System
Sacramento,
California
| $276K | – | – | – |
|
| 6 |
CFMC
6
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $241K | – | – | – |
|
| 7 |
GW
7
GW & Wade
Wellesley,
Massachusetts
| $220K | +$203K | +3,187 | New |
|
| 8 |
RJA
8
Raymond James & Associates
St Petersburg,
Florida
| $211K | +$195K | +3,060 | New |
|
| 9 |
SCM
9
Stonehearth Capital Management
Danvers,
Massachusetts
| $209K | +$192K | +3,022 | New |
|
| 10 |
10
Wells Fargo
San Francisco,
California
| $137K | – | – | – |
|
| 11 |
11
AssetMark Inc
Concord,
California
| $17K | – | – | – |
|
| 12 |
12
Bank of America
Charlotte,
North Carolina
| $14K | – | – | – |
|
| 13 |
13
UBS Group
Zurich,
Switzerland
| $7K | -$509 | -8 | -8% |
|