JFS Wealth Advisors’s Groupon GRPN Stock Holding History

JFS Wealth Advisors’s Portfolio GRPN Stock Details GRPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-4	Closed	–	–	488
2018 Q3	$0	Hold	4	–	–	﹤0.01%	532
2018 Q2	$0	Hold	4	–	–	﹤0.01%	503
2018 Q1	$0	Hold	4	–	–	﹤0.01%	545
2017 Q4	$0	Hold	4	–	–	﹤0.01%	540
2017 Q3	$0	Hold	4	–	–	﹤0.01%	449
2017 Q2	$0	Hold	4	–	–	﹤0.01%	425
2017 Q1	$0	Hold	4	–	–	﹤0.01%	440
2016 Q4	$0	Hold	4	–	–	﹤0.01%	460
2016 Q3	$0	Hold	4	–	–	﹤0.01%	498
2016 Q2	$0	Hold	4	–	–	﹤0.01%	544
2016 Q1	$0	Hold	4	–	–	﹤0.01%	642
2015 Q4	$0	Hold	4	–	–	﹤0.01%	548
2015 Q3	$0	Hold	4	–	–	﹤0.01%	516
2015 Q2	$0	Hold	4	–	–	﹤0.01%	512
2015 Q1	$1K	Hold	4	–	–	﹤0.01%	483
2014 Q4	$1K	Hold	4	–	–	﹤0.01%	499
2014 Q3	$1K	Hold	4	–	–	﹤0.01%	456
2014 Q2	$0	Buy	+4	New	+$527	﹤0.01%	481

Other funds holding GRPN

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JFS Wealth Advisors's GRPN Position: Q4 2018 in Review

JFS Wealth Advisors sold out of Groupon (GRPN) in Q4 2018, closing a stake of 4 shares.

JFS Wealth Advisors first reported a position in GRPN in Q2 2014 and held it in 18 quarters. The position peaked at $1K in Q1 2015. 202 funds tracked by Wall St. Rank hold GRPN as of Q4 2018.

JFS Wealth Advisors reported no remaining Groupon position as of Q4 2018 after selling out during the quarter.
JFS Wealth Advisors sold 4 Groupon shares in Q4 2018.
JFS Wealth Advisors first reported a position in Groupon in Q2 2014 and held it in 18 quarters.
JFS Wealth Advisors's Groupon position peaked at $1K in Q1 2015.
202 funds tracked by Wall St. Rank held Groupon as of Q4 2018.

Based on JFS Wealth Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.