JP Morgan Private Wealth Advisors’s Brown-Forman Class A BF.A Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BF.A Stock Details BF.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4,050	Closed	-$207K	–	1385
2019 Q1	$207K	Buy	+4,050	New	+$197K	﹤0.01%	1366
2018 Q4	–	Sell	-4,050	Closed	-$206K	–	1457
2018 Q3	$206K	Buy	+4,050	New	+$212K	﹤0.01%	1465
2018 Q2	–	Sell	-4,050	Closed	-$216K	–	1467
2018 Q1	$216K	Sell	4,050 -1,800	-31%	-$96.1K	﹤0.01%	1164
2017 Q4	$314K	Hold	5,850	–	–	﹤0.01%	1042
2017 Q3	$261K	Hold	5,850	–	–	﹤0.01%	1063
2017 Q2	$231K	Sell	5,850 -2,000	-25%	-$79.9K	﹤0.01%	1104
2017 Q1	$296K	Hold	7,850	–	–	﹤0.01%	1072
2016 Q4	$290K	Buy	7,850 +1,912	+32%	+$73.2K	﹤0.01%	1010
2016 Q3	$236K	Buy	+5,938	New	+$245K	﹤0.01%	1082

Other funds holding BF.A

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BF.A Position: Q2 2019 in Review

JP Morgan Private Wealth Advisors sold out of Brown-Forman Class A (BF.A) in Q2 2019, closing a stake of 4,050 shares — an estimated $207K sold.

JP Morgan Private Wealth Advisors first reported a position in BF.A in Q3 2016 and held it in 9 quarters. The position peaked at $314K in Q4 2017. 157 funds tracked by Wall St. Rank hold BF.A as of Q2 2019.

JP Morgan Private Wealth Advisors reported no remaining Brown-Forman Class A position as of Q2 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 4,050 Brown-Forman Class A shares in Q2 2019, an estimated $207K.
JP Morgan Private Wealth Advisors first reported a position in Brown-Forman Class A in Q3 2016 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's Brown-Forman Class A position peaked at $314K in Q4 2017.
157 funds tracked by Wall St. Rank held Brown-Forman Class A as of Q2 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.