JP Morgan Private Wealth Advisors’s Advisory Board Co ABCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-7,532
Closed -$404K 1345
2017
Q3
$404K Buy
7,532
+990
+15% +$53.3K ﹤0.01% 929
2017
Q2
$337K Buy
6,542
+445
+7% +$22.3K ﹤0.01% 973
2017
Q1
$285K Buy
+6,097
New +$269K ﹤0.01% 1088
2016
Q1
Sell
-6,224
Closed -$309K 1333
2015
Q4
$309K Buy
6,224
+1,833
+42% +$89.2K ﹤0.01% 853
2015
Q3
$200K Buy
4,391
+285
+7% +$14.8K ﹤0.01% 940
2015
Q2
$224K Hold
4,106
﹤0.01% 940
2015
Q1
$219K Buy
+4,106
New +$209K ﹤0.01% 1009
2014
Q2
Sell
-3,823
Closed -$245K 940
2014
Q1
$245K Buy
+3,823
New +$243K ﹤0.01% 767

JP Morgan Private Wealth Advisors's ABCO Position: Q4 2017 in Review

JP Morgan Private Wealth Advisors sold out of Advisory Board Co (ABCO) in Q4 2017, closing a stake of 7,532 shares — an estimated $404K sold.

JP Morgan Private Wealth Advisors first reported a position in ABCO in Q1 2014 and held it in 8 quarters. The position peaked at $404K in Q3 2017. 0 funds tracked by Wall St. Rank hold ABCO as of Q4 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Advisory Board Co position as of Q4 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 7,532 Advisory Board Co shares in Q4 2017, an estimated $404K.
  • JP Morgan Private Wealth Advisors first reported a position in Advisory Board Co in Q1 2014 and held it in 8 quarters.
  • JP Morgan Private Wealth Advisors's Advisory Board Co position peaked at $404K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held Advisory Board Co as of Q4 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.