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JP Morgan Private Wealth Advisors’s Babcock & Wilcox BW Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,658
Closed -$155K – 1246
2017
Q1 		$155K Sell
1,658
-545
-25% -$76.4K ﹤0.01% 1268
2016
Q4 		$366K Buy
2,203
+198
+10% +$31.6K ﹤0.01% 917
2016
Q3 		$331K Buy
2,005
+180
+10% +$28.9K ﹤0.01% 948
2016
Q2 		$268K Buy
1,825
+313
+21% +$66.8K ﹤0.01% 1029
2016
Q1 		$324K Buy
1,512
+74
+5% +$14.7K ﹤0.01% 919
2015
Q4 		$300K Buy
+1,438
New +$262K ﹤0.01% 856

Other funds holding BW

FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BW Position: Q2 2017 in Review

JP Morgan Private Wealth Advisors sold out of Babcock & Wilcox (BW) in Q2 2017, closing a stake of 1,658 shares — an estimated $155K sold.

JP Morgan Private Wealth Advisors first reported a position in BW in Q4 2015 and held it in 6 quarters. The position peaked at $366K in Q4 2016. 129 funds tracked by Wall St. Rank hold BW as of Q2 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Babcock & Wilcox position as of Q2 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 1,658 Babcock & Wilcox shares in Q2 2017, an estimated $155K.
  • JP Morgan Private Wealth Advisors first reported a position in Babcock & Wilcox in Q4 2015 and held it in 6 quarters.
  • JP Morgan Private Wealth Advisors's Babcock & Wilcox position peaked at $366K in Q4 2016.
  • 129 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2017.

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