JMPWA
CEB

JP Morgan Private Wealth Advisors’s CEB Inc. CEB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CEB Stock Details CEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-3,824
Closed -$301K – 1416
2017
Q1 		$301K Sell
3,824
-11,376
-75% -$875K ﹤0.01% 1066
2016
Q4 		$921K Buy
15,200
+6,088
+67% +$336K 0.01% 617
2016
Q3 		$496K Buy
9,112
+5,800
+175% +$347K ﹤0.01% 786
2016
Q2 		$204K Sell
3,312
-1,073
-24% -$67.1K ﹤0.01% 1148
2016
Q1 		$283K Buy
+4,385
New +$251K ﹤0.01% 975
2015
Q3 		– Sell
-26,430
Closed -$2.3M – 1193
2015
Q2 		$2.3M Buy
26,430
+5
+0% +$425 0.03% 345
2015
Q1 		$2.11M Buy
26,425
+6,529
+33% +$491K 0.02% 369
2014
Q4 		$1.44M Hold
19,896
– – 0.02% 443
2014
Q3 		$1.2M Sell
19,896
-79
-0.4% -$5.17K 0.02% 470
2014
Q2 		$1.36M Buy
+19,975
New +$1.37M 0.02% 348

Other funds holding CEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of CEB Inc. (CEB) in Q2 2017, closing a stake of 3,824 shares — an estimated $301K sold.

JP Morgan Private Wealth Advisors first reported a position in CEB in Q2 2014 and held it in 10 quarters. The position peaked at $2.3M in Q2 2015. 1 fund tracked by Wall St. Rank holds CEB as of Q2 2017.

  • JP Morgan Private Wealth Advisors reported no remaining CEB Inc. position as of Q2 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,824 CEB Inc. shares in Q2 2017, an estimated $301K.
  • JP Morgan Private Wealth Advisors first reported a position in CEB Inc. in Q2 2014 and held it in 10 quarters.
  • JP Morgan Private Wealth Advisors's CEB Inc. position peaked at $2.3M in Q2 2015.
  • 1 fund tracked by Wall St. Rank held CEB Inc. as of Q2 2017.

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