JP Morgan Private Wealth Advisors’s Broadway Financial BYFC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio BYFC Stock Details BYFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-104,308	Closed	-$1.51M	–	1247
2017 Q1	$1.51M	Hold	104,308	–	–	0.01%	532
2016 Q4	$1.36M	Buy	+104,308	New	+$1.34M	0.01%	519

Other funds holding BYFC

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WOC

West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Broadway Financial (BYFC) in Q2 2017, closing a stake of 104,308 shares — an estimated $1.51M sold.

JP Morgan Private Wealth Advisors first reported a position in BYFC in Q4 2016 and held it in 2 quarters. The position peaked at $1.51M in Q1 2017. 7 funds tracked by Wall St. Rank hold BYFC as of Q2 2017.

JP Morgan Private Wealth Advisors reported no remaining Broadway Financial position as of Q2 2017 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 104,308 Broadway Financial shares in Q2 2017, an estimated $1.51M.
JP Morgan Private Wealth Advisors first reported a position in Broadway Financial in Q4 2016 and held it in 2 quarters.
JP Morgan Private Wealth Advisors's Broadway Financial position peaked at $1.51M in Q1 2017.
7 funds tracked by Wall St. Rank held Broadway Financial as of Q2 2017.

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