JMPWA
CBM

JP Morgan Private Wealth Advisors’s Cambrex Corporation CBM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CBM Stock Details CBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-12,790
Closed -$277K – 1180
2014
Q4 		$277K Buy
12,790
+970
+8% +$20.6K ﹤0.01% 902
2014
Q3 		$221K Hold
11,820
– – ﹤0.01% 948
2014
Q2 		$245K Buy
11,820
+980
+9% +$19.9K ﹤0.01% 758
2014
Q1 		$205K Buy
+10,840
New +$209K ﹤0.01% 804

Other funds holding CBM

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CBM Position: Q1 2015 in Review

JP Morgan Private Wealth Advisors sold out of Cambrex Corporation (CBM) in Q1 2015, closing a stake of 12,790 shares — an estimated $277K sold.

JP Morgan Private Wealth Advisors first reported a position in CBM in Q1 2014 and held it in 4 quarters. The position peaked at $277K in Q4 2014. 221 funds tracked by Wall St. Rank hold CBM as of Q1 2015.

  • JP Morgan Private Wealth Advisors reported no remaining Cambrex Corporation position as of Q1 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 12,790 Cambrex Corporation shares in Q1 2015, an estimated $277K.
  • JP Morgan Private Wealth Advisors first reported a position in Cambrex Corporation in Q1 2014 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's Cambrex Corporation position peaked at $277K in Q4 2014.
  • 221 funds tracked by Wall St. Rank held Cambrex Corporation as of Q1 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.