JMPWA
BEL

JP Morgan Private Wealth Advisors’s Belmond Ltd. BEL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BEL Stock Details BEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-11,435
Closed -$143K – 1178
2015
Q2 		$143K Buy
11,435
+8
+0.1% +$101 ﹤0.01% 1000
2015
Q1 		$140K Hold
11,427
– – ﹤0.01% 1073
2014
Q4 		$141K Buy
11,427
+1,167
+11% +$13.3K ﹤0.01% 1031
2014
Q3 		$120K Buy
+10,260
New +$133K ﹤0.01% 1029

Other funds holding BEL

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Belmond Ltd. (BEL) in Q3 2015, closing a stake of 11,435 shares — an estimated $143K sold.

JP Morgan Private Wealth Advisors first reported a position in BEL in Q3 2014 and held it in 4 quarters. The position peaked at $143K in Q2 2015. 131 funds tracked by Wall St. Rank hold BEL as of Q3 2015.

  • JP Morgan Private Wealth Advisors reported no remaining Belmond Ltd. position as of Q3 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 11,435 Belmond Ltd. shares in Q3 2015, an estimated $143K.
  • JP Morgan Private Wealth Advisors first reported a position in Belmond Ltd. in Q3 2014 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's Belmond Ltd. position peaked at $143K in Q2 2015.
  • 131 funds tracked by Wall St. Rank held Belmond Ltd. as of Q3 2015.

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