JMPWA
BNFT

JP Morgan Private Wealth Advisors’s Benefitfocus, Inc. BNFT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BNFT Stock Details BNFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-18,183
Closed -$508K – 1374
2017
Q1 		$508K Buy
18,183
+4,713
+35% +$135K ﹤0.01% 847
2016
Q4 		$400K Buy
13,470
+6,943
+106% +$222K ﹤0.01% 886
2016
Q3 		$261K Buy
+6,527
New +$268K ﹤0.01% 1043

Other funds holding BNFT

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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OMC
Oak Management Corp Wilton, Connecticut $3.24M AUM 83.68% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 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 BNFT Position: Q2 2017 in Review

JP Morgan Private Wealth Advisors sold out of Benefitfocus, Inc. (BNFT) in Q2 2017, closing a stake of 18,183 shares — an estimated $508K sold.

JP Morgan Private Wealth Advisors first reported a position in BNFT in Q3 2016 and held it in 3 quarters. The position peaked at $508K in Q1 2017. 95 funds tracked by Wall St. Rank hold BNFT as of Q2 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Benefitfocus, Inc. position as of Q2 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 18,183 Benefitfocus, Inc. shares in Q2 2017, an estimated $508K.
  • JP Morgan Private Wealth Advisors first reported a position in Benefitfocus, Inc. in Q3 2016 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's Benefitfocus, Inc. position peaked at $508K in Q1 2017.
  • 95 funds tracked by Wall St. Rank held Benefitfocus, Inc. as of Q2 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.