JP Morgan Private Wealth Advisors’s CNOOC Limited CEO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-2,368	Closed	-$283K	–	1419
2017 Q1	$283K	Sell	2,368 -1,474	-38%	-$180K	﹤0.01%	1089
2016 Q4	$476K	Buy	3,842 +186	+5%	+$24.1K	﹤0.01%	825
2016 Q3	$463K	Sell	3,656 -75	-2%	-$9.2K	﹤0.01%	815
2016 Q2	$465K	Sell	3,731 -955	-20%	-$115K	﹤0.01%	803
2016 Q1	$549K	Buy	4,686 +2,028	+76%	+$212K	0.01%	725
2015 Q4	$277K	Buy	2,658 +615	+30%	+$68K	﹤0.01%	900
2015 Q3	$211K	Buy	+2,043	New	+$245K	﹤0.01%	918

Other funds holding CEO

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of CNOOC Limited (CEO) in Q2 2017, closing a stake of 2,368 shares — an estimated $283K sold.

JP Morgan Private Wealth Advisors first reported a position in CEO in Q3 2015 and held it in 7 quarters. The position peaked at $549K in Q1 2016. 134 funds tracked by Wall St. Rank hold CEO as of Q2 2017.

JP Morgan Private Wealth Advisors reported no remaining CNOOC Limited position as of Q2 2017 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 2,368 CNOOC Limited shares in Q2 2017, an estimated $283K.
JP Morgan Private Wealth Advisors first reported a position in CNOOC Limited in Q3 2015 and held it in 7 quarters.
JP Morgan Private Wealth Advisors's CNOOC Limited position peaked at $549K in Q1 2016.
134 funds tracked by Wall St. Rank held CNOOC Limited as of Q2 2017.

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