JMPWA
ACAS

JP Morgan Private Wealth Advisors’s American Capital Ltd ACAS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ACAS Stock Details ACAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-40,681
Closed -$644K – 1321
2016
Q2 		$644K Sell
40,681
-952
-2% -$15K 0.01% 701
2016
Q1 		$634K Buy
41,633
+3,257
+8% +$45.4K 0.01% 675
2015
Q4 		$530K Buy
38,376
+276
+0.7% +$3.77K 0.01% 674
2015
Q3 		$463K Sell
38,100
-1,545
-4% -$20.7K 0.01% 646
2015
Q2 		$537K Hold
39,645
– – 0.01% 649
2015
Q1 		$586K Buy
+39,645
New +$581K 0.01% 675

Other funds holding ACAS

EM
Elliott Management New York $5.78B AUM 20.29% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $92.2B AUM 15.8% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $209B AUM 15.5% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.07B AUM 26.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return