JP Morgan Private Wealth Advisors’s ClearBridge American Energy MLP CBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-39,610	Closed	-$312K	–	1666
2018 Q3	$312K	Buy	39,610 +750	+2%	+$5.99K	﹤0.01%	1274
2018 Q2	$293K	Buy	+38,860	New	+$291K	﹤0.01%	1216
2018 Q1	–	Sell	-18,200	Closed	-$150K	–	1431
2017 Q4	$150K	Buy	+18,200	New	+$146K	﹤0.01%	1214

Other funds holding CBA

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CBA Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of ClearBridge American Energy MLP (CBA) in Q4 2018, closing a stake of 39,610 shares — an estimated $312K sold.

JP Morgan Private Wealth Advisors first reported a position in CBA in Q4 2017 and held it in 3 quarters. The position peaked at $312K in Q3 2018. 1 fund tracked by Wall St. Rank holds CBA as of Q4 2018.

JP Morgan Private Wealth Advisors reported no remaining ClearBridge American Energy MLP position as of Q4 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 39,610 ClearBridge American Energy MLP shares in Q4 2018, an estimated $312K.
JP Morgan Private Wealth Advisors first reported a position in ClearBridge American Energy MLP in Q4 2017 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's ClearBridge American Energy MLP position peaked at $312K in Q3 2018.
1 fund tracked by Wall St. Rank held ClearBridge American Energy MLP as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.