JP Morgan Private Wealth Advisors’s Capstone Green Energy Corporation Common Stock CGRN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-11,452	Closed	-$103K	–	1478
2019 Q1	$103K	Hold	11,452	–	–	﹤0.01%	1414
2018 Q4	$69K	Hold	11,452	–	–	﹤0.01%	1412
2018 Q3	$115K	Buy	11,452 +6,066	+113%	+$77.5K	﹤0.01%	1520
2018 Q2	$77K	Hold	5,386	–	–	﹤0.01%	1429
2018 Q1	$62K	Hold	5,386	–	–	﹤0.01%	1249
2017 Q4	$41K	Hold	5,386	–	–	﹤0.01%	1272
2017 Q3	$37K	Buy	5,386 +1,806	+50%	+$11.7K	﹤0.01%	1225
2017 Q2	$24K	Hold	3,580	–	–	﹤0.01%	1221
2017 Q1	$27K	Hold	3,580	–	–	﹤0.01%	1324
2016 Q4	$24K	Hold	3,580	–	–	﹤0.01%	1238
2016 Q3	$49K	Buy	3,580 +972	+37%	+$14.4K	﹤0.01%	1213
2016 Q2	$36K	Buy	2,608 +597	+30%	+$9.15K	﹤0.01%	1240
2016 Q1	$32K	Buy	2,011 +781	+63%	+$10.3K	﹤0.01%	1211
2015 Q4	$17K	Buy	1,230 +586	+91%	+$16.9K	﹤0.01%	1111
2015 Q3	$44K	Buy	+644	New	+$47.2K	﹤0.01%	1030
2015 Q2	–	Sell	-417	Closed	-$54K	–	1154
2015 Q1	$54K	Buy	417 +10	+2%	+$1.37K	﹤0.01%	1110
2014 Q4	$60K	Buy	407 +9	+2%	+$1.56K	﹤0.01%	1064
2014 Q3	$85K	Buy	+398	New	+$102K	﹤0.01%	1043

Other funds holding CGRN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CGRN Position: Q2 2019 in Review

JP Morgan Private Wealth Advisors sold out of Capstone Green Energy Corporation Common Stock (CGRN) in Q2 2019, closing a stake of 11,452 shares — an estimated $103K sold.

JP Morgan Private Wealth Advisors first reported a position in CGRN in Q3 2014 and held it in 18 quarters. The position peaked at $115K in Q3 2018. 43 funds tracked by Wall St. Rank hold CGRN as of Q2 2019.

JP Morgan Private Wealth Advisors reported no remaining Capstone Green Energy Corporation Common Stock position as of Q2 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 11,452 Capstone Green Energy Corporation Common Stock shares in Q2 2019, an estimated $103K.
JP Morgan Private Wealth Advisors first reported a position in Capstone Green Energy Corporation Common Stock in Q3 2014 and held it in 18 quarters.
JP Morgan Private Wealth Advisors's Capstone Green Energy Corporation Common Stock position peaked at $115K in Q3 2018.
43 funds tracked by Wall St. Rank held Capstone Green Energy Corporation Common Stock as of Q2 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.