JMPWA
BID

JP Morgan Private Wealth Advisors’s Sotheby's BID Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-9,299
Closed -$240K – 1323
2015
Q4 		$240K Sell
9,299
-3,410
-27% -$103K ﹤0.01% 959
2015
Q3 		$406K Buy
12,709
+5,331
+72% +$204K 0.01% 690
2015
Q2 		$334K Sell
7,378
-53
-0.7% -$2.35K ﹤0.01% 810
2015
Q1 		$314K Buy
7,431
+900
+14% +$38.4K ﹤0.01% 872
2014
Q4 		$282K Buy
6,531
+311
+5% +$12.3K ﹤0.01% 893
2014
Q3 		$222K Buy
6,220
+1,266
+26% +$49.9K ﹤0.01% 947
2014
Q2 		$208K Buy
+4,954
New +$202K ﹤0.01% 814

Other funds holding BID

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BID Position: Q1 2016 in Review

JP Morgan Private Wealth Advisors sold out of Sotheby's (BID) in Q1 2016, closing a stake of 9,299 shares — an estimated $240K sold.

JP Morgan Private Wealth Advisors first reported a position in BID in Q2 2014 and held it in 7 quarters. The position peaked at $406K in Q3 2015. 199 funds tracked by Wall St. Rank hold BID as of Q1 2016.

  • JP Morgan Private Wealth Advisors reported no remaining Sotheby's position as of Q1 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 9,299 Sotheby's shares in Q1 2016, an estimated $240K.
  • JP Morgan Private Wealth Advisors first reported a position in Sotheby's in Q2 2014 and held it in 7 quarters.
  • JP Morgan Private Wealth Advisors's Sotheby's position peaked at $406K in Q3 2015.
  • 199 funds tracked by Wall St. Rank held Sotheby's as of Q1 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2016, filed 13 May 2016.