JMPWA
BRS

JP Morgan Private Wealth Advisors’s Bristow Group, Inc. BRS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BRS Stock Details BRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-10,590
Closed -$81K – 1296
2017
Q2 		$81K Buy
+10,590
New +$117K ﹤0.01% 1194
2014
Q4 		– Sell
-7,722
Closed -$519K – 1155
2014
Q3 		$519K Sell
7,722
-1,530
-17% -$111K 0.01% 680
2014
Q2 		$746K Buy
9,252
+1,785
+24% +$136K 0.01% 472
2014
Q1 		$564K Buy
+7,467
New +$554K 0.01% 532

Other funds holding BRS

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BRS Position: Q3 2017 in Review

JP Morgan Private Wealth Advisors sold out of Bristow Group, Inc. (BRS) in Q3 2017, closing a stake of 10,590 shares — an estimated $81K sold.

JP Morgan Private Wealth Advisors first reported a position in BRS in Q1 2014 and held it in 4 quarters. The position peaked at $746K in Q2 2014. 135 funds tracked by Wall St. Rank hold BRS as of Q3 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Bristow Group, Inc. position as of Q3 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,590 Bristow Group, Inc. shares in Q3 2017, an estimated $81K.
  • JP Morgan Private Wealth Advisors first reported a position in Bristow Group, Inc. in Q1 2014 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's Bristow Group, Inc. position peaked at $746K in Q2 2014.
  • 135 funds tracked by Wall St. Rank held Bristow Group, Inc. as of Q3 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.