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JP Morgan Private Wealth Advisors’s B&G Foods BGS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BGS Stock Details BGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,874
Closed -$242K – 1306
2017
Q4 		$242K Buy
+6,874
New +$235K ﹤0.01% 1121

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Principal Financial Group
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Royal Bank of Canada
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CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BGS Position: Q1 2018 in Review

JP Morgan Private Wealth Advisors sold out of B&G Foods (BGS) in Q1 2018, closing a stake of 6,874 shares — an estimated $242K sold.

JP Morgan Private Wealth Advisors first reported a position in BGS in Q4 2017 and held it in 1 quarter. The position peaked at $242K in Q4 2017. 281 funds tracked by Wall St. Rank hold BGS as of Q1 2018.

  • JP Morgan Private Wealth Advisors reported no remaining B&G Foods position as of Q1 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,874 B&G Foods shares in Q1 2018, an estimated $242K.
  • JP Morgan Private Wealth Advisors first reported a position in B&G Foods in Q4 2017 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's B&G Foods position peaked at $242K in Q4 2017.
  • 281 funds tracked by Wall St. Rank held B&G Foods as of Q1 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2018, filed 10 May 2018.