JMPWA
BEAM

JP Morgan Private Wealth Advisors’s BEAM INC COM STK (DE) BEAM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BEAM Stock Details BEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-3,719
Closed -$310K – 953
2014
Q1 		$310K Buy
3,719
+460
+14% +$37.4K 0.01% 714
2013
Q4 		$222K Sell
3,259
-691
-17% -$46.7K ﹤0.01% 590
2013
Q3 		$255K Buy
+3,950
New +$254K 0.01% 544

JP Morgan Private Wealth Advisors's BEAM Position: Q2 2014 in Review

JP Morgan Private Wealth Advisors sold out of BEAM INC COM STK (DE) (BEAM) in Q2 2014, closing a stake of 3,719 shares — an estimated $310K sold.

JP Morgan Private Wealth Advisors first reported a position in BEAM in Q3 2013 and held it in 3 quarters. The position peaked at $310K in Q1 2014. 0 funds tracked by Wall St. Rank hold BEAM as of Q2 2014.

  • JP Morgan Private Wealth Advisors reported no remaining BEAM INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,719 BEAM INC COM STK (DE) shares in Q2 2014, an estimated $310K.
  • JP Morgan Private Wealth Advisors first reported a position in BEAM INC COM STK (DE) in Q3 2013 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's BEAM INC COM STK (DE) position peaked at $310K in Q1 2014.
  • 0 funds tracked by Wall St. Rank held BEAM INC COM STK (DE) as of Q2 2014.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2014, filed 11 Aug 2014.