JMPWA
ADT

JP Morgan Private Wealth Advisors’s ADT Corp ADT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ADT Stock Details ADT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-8,362
Closed -$346K – 1361
2016
Q1 		$346K Sell
8,362
-5,928
-41% -$208K ﹤0.01% 892
2015
Q4 		$471K Buy
14,290
+2,257
+19% +$76K ﹤0.01% 710
2015
Q3 		$360K Sell
12,033
-15,609
-56% -$506K ﹤0.01% 728
2015
Q2 		$928K Buy
27,642
+1,248
+5% +$47.5K 0.01% 520
2015
Q1 		$1.1M Sell
26,394
-42,055
-61% -$1.58M 0.01% 505
2014
Q4 		$2.48M Buy
68,449
+47,726
+230% +$1.64M 0.03% 344
2014
Q3 		$735K Buy
20,723
+9,822
+90% +$348K 0.01% 594
2014
Q2 		$381K Sell
10,901
-3,043
-22% -$97.5K 0.01% 643
2014
Q1 		$418K Buy
+13,944
New +$460K 0.01% 626

Other funds holding ADT

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ADT Position: Q2 2016 in Review

JP Morgan Private Wealth Advisors sold out of ADT Corp (ADT) in Q2 2016, closing a stake of 8,362 shares — an estimated $346K sold.

JP Morgan Private Wealth Advisors first reported a position in ADT in Q1 2014 and held it in 9 quarters. The position peaked at $2.48M in Q4 2014. 1 fund tracked by Wall St. Rank holds ADT as of Q2 2016.

  • JP Morgan Private Wealth Advisors reported no remaining ADT Corp position as of Q2 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 8,362 ADT Corp shares in Q2 2016, an estimated $346K.
  • JP Morgan Private Wealth Advisors first reported a position in ADT Corp in Q1 2014 and held it in 9 quarters.
  • JP Morgan Private Wealth Advisors's ADT Corp position peaked at $2.48M in Q4 2014.
  • 1 fund tracked by Wall St. Rank held ADT Corp as of Q2 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.