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JP Morgan Private Wealth Advisors’s Acacia Research ACTG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ACTG Stock Details ACTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-20,000
Closed -$91K – 1290
2017
Q3 		$91K Buy
+20,000
New +$74.8K ﹤0.01% 1196
2015
Q2 		– Sell
-20,976
Closed -$224K – 1042
2015
Q1 		$224K Buy
+20,976
New +$274K ﹤0.01% 997

Other funds holding ACTG

HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Acacia Research (ACTG) in Q4 2017, closing a stake of 20,000 shares — an estimated $91K sold.

JP Morgan Private Wealth Advisors first reported a position in ACTG in Q1 2015 and held it in 2 quarters. The position peaked at $224K in Q1 2015. 103 funds tracked by Wall St. Rank hold ACTG as of Q4 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Acacia Research position as of Q4 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 20,000 Acacia Research shares in Q4 2017, an estimated $91K.
  • JP Morgan Private Wealth Advisors first reported a position in Acacia Research in Q1 2015 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Acacia Research position peaked at $224K in Q1 2015.
  • 103 funds tracked by Wall St. Rank held Acacia Research as of Q4 2017.

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