J.P. Morgan Private Wealth Advisors’s UTI WORLDWIDE INC UTIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-32,100
| Closed | -$147K | – | 1250 |
|
|
2015
Q3 | $147K | Sell |
32,100
-1,600
| -5% | -$7.33K | ﹤0.01% | 965 |
|
|
2015
Q2 | $337K | Sell |
33,700
-452
| -1% | -$4.52K | ﹤0.01% | 807 |
|
|
2015
Q1 | $420K | Sell |
34,152
-1,300
| -4% | -$16K | ﹤0.01% | 779 |
|
|
2014
Q4 | $428K | Sell |
35,452
-1,000
| -3% | -$12.1K | 0.01% | 769 |
|
|
2014
Q3 | $387K | Buy |
36,452
+355
| +1% | +$3.77K | 0.01% | 772 |
|
|
2014
Q2 | $373K | Sell |
36,097
-2,802
| -7% | -$29K | 0.01% | 652 |
|
|
2014
Q1 | $412K | Buy |
+38,899
| New | +$412K | 0.01% | 630 |
|