JP Morgan Private Wealth Advisors
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JP Morgan Private Wealth Advisors’s Clarus CLAR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CLAR Stock Details CLAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-11,931
Closed -$75K – 1168
2015
Q3 		$75K Buy
+11,931
New +$97.8K ﹤0.01% 1007

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Franklin Resources
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Carson Wealth (CWM LLC)
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ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return
WC
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Vanguard Group
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BlackRock Fund Advisors
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Curi RMB Capital
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CLAR Position: Q4 2015 in Review

JP Morgan Private Wealth Advisors sold out of Clarus (CLAR) in Q4 2015, closing a stake of 11,931 shares — an estimated $75K sold.

JP Morgan Private Wealth Advisors first reported a position in CLAR in Q3 2015 and held it in 1 quarter. The position peaked at $75K in Q3 2015. 72 funds tracked by Wall St. Rank hold CLAR as of Q4 2015.

  • JP Morgan Private Wealth Advisors reported no remaining Clarus position as of Q4 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 11,931 Clarus shares in Q4 2015, an estimated $75K.
  • JP Morgan Private Wealth Advisors first reported a position in Clarus in Q3 2015 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Clarus position peaked at $75K in Q3 2015.
  • 72 funds tracked by Wall St. Rank held Clarus as of Q4 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.