JP Morgan Private Wealth Advisors’s Astoria Financial Corporation AF Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AF Stock Details AF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-11,009	Closed	-$152K	–	1189
2015 Q2	$152K	Sell	11,009 -400	-4%	-$5.33K	﹤0.01%	997
2015 Q1	$148K	Sell	11,409 -120	-1%	-$1.54K	﹤0.01%	1070
2014 Q4	$154K	Buy	11,529 +8	+0.1%	+$104	﹤0.01%	1024
2014 Q3	$143K	Sell	11,521 -5,289	-31%	-$69K	﹤0.01%	1018
2014 Q2	$226K	Sell	16,810 -2,532	-13%	-$33.6K	﹤0.01%	787
2014 Q1	$268K	Buy	19,342 +110	+0.6%	+$1.5K	﹤0.01%	744
2013 Q4	$266K	Buy	19,232 +1,191	+7%	+$15.9K	0.01%	553
2013 Q3	$224K	Buy	+18,041	New	+$223K	0.01%	573

Other funds holding AF

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AF Position: Q3 2015 in Review

JP Morgan Private Wealth Advisors sold out of Astoria Financial Corporation (AF) in Q3 2015, closing a stake of 11,009 shares — an estimated $152K sold.

JP Morgan Private Wealth Advisors first reported a position in AF in Q3 2013 and held it in 8 quarters. The position peaked at $268K in Q1 2014. 161 funds tracked by Wall St. Rank hold AF as of Q3 2015.

JP Morgan Private Wealth Advisors reported no remaining Astoria Financial Corporation position as of Q3 2015 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 11,009 Astoria Financial Corporation shares in Q3 2015, an estimated $152K.
JP Morgan Private Wealth Advisors first reported a position in Astoria Financial Corporation in Q3 2013 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's Astoria Financial Corporation position peaked at $268K in Q1 2014.
161 funds tracked by Wall St. Rank held Astoria Financial Corporation as of Q3 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2015, filed 5 Nov 2015.