JMPWA
CBB

JP Morgan Private Wealth Advisors’s Cincinnati Bell Inc. CBB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CBB Stock Details CBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-7,367
Closed -$141K – 1213
2015
Q2 		$141K Buy
7,367
+2,722
+59% +$49.7K ﹤0.01% 1002
2015
Q1 		$82K Sell
4,645
-73
-2% -$1.21K ﹤0.01% 1098
2014
Q4 		$75K Buy
4,718
+505
+12% +$8.55K ﹤0.01% 1057
2014
Q3 		$71K Buy
4,213
+2,100
+99% +$39.5K ﹤0.01% 1052
2014
Q2 		$42K Buy
+2,113
New +$38.6K ﹤0.01% 879

Other funds holding CBB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CBB Position: Q3 2015 in Review

JP Morgan Private Wealth Advisors sold out of Cincinnati Bell Inc. (CBB) in Q3 2015, closing a stake of 7,367 shares — an estimated $141K sold.

JP Morgan Private Wealth Advisors first reported a position in CBB in Q2 2014 and held it in 5 quarters. The position peaked at $141K in Q2 2015. 177 funds tracked by Wall St. Rank hold CBB as of Q3 2015.

  • JP Morgan Private Wealth Advisors reported no remaining Cincinnati Bell Inc. position as of Q3 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 7,367 Cincinnati Bell Inc. shares in Q3 2015, an estimated $141K.
  • JP Morgan Private Wealth Advisors first reported a position in Cincinnati Bell Inc. in Q2 2014 and held it in 5 quarters.
  • JP Morgan Private Wealth Advisors's Cincinnati Bell Inc. position peaked at $141K in Q2 2015.
  • 177 funds tracked by Wall St. Rank held Cincinnati Bell Inc. as of Q3 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2015, filed 5 Nov 2015.