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JP Morgan Private Wealth Advisors’s Celldex Therapeutics CLDX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CLDX Stock Details CLDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-738
Closed -$31K – 1312
2017
Q4 		$31K Hold
738
– – ﹤0.01% 1277
2017
Q3 		$31K Hold
738
– – ﹤0.01% 1227
2017
Q2 		$27K Sell
738
-375
-34% -$16.6K ﹤0.01% 1220
2017
Q1 		$59K Sell
1,113
-1
-0.1% -$52 ﹤0.01% 1306
2016
Q4 		$59K Buy
1,114
+2
+0.2% +$114 ﹤0.01% 1218
2016
Q3 		$68K Sell
1,112
-105
-9% -$6.54K ﹤0.01% 1200
2016
Q2 		$81K Buy
1,217
+218
+22% +$13.8K ﹤0.01% 1216
2016
Q1 		$56K Sell
999
-155
-13% -$17.4K ﹤0.01% 1183
2015
Q4 		$271K Sell
1,154
-367
-24% -$80K ﹤0.01% 910
2015
Q3 		$240K Buy
1,521
+460
+43% +$130K ﹤0.01% 864
2015
Q2 		$401K Buy
+1,061
New +$421K ﹤0.01% 754

Other funds holding CLDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KE
KLP Enterprises Branford, Connecticut $1.97M AUM
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CLDX Position: Q1 2018 in Review

JP Morgan Private Wealth Advisors sold out of Celldex Therapeutics (CLDX) in Q1 2018, closing a stake of 738 shares — an estimated $31K sold.

JP Morgan Private Wealth Advisors first reported a position in CLDX in Q2 2015 and held it in 11 quarters. The position peaked at $401K in Q2 2015. 131 funds tracked by Wall St. Rank hold CLDX as of Q1 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Celldex Therapeutics position as of Q1 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 738 Celldex Therapeutics shares in Q1 2018, an estimated $31K.
  • JP Morgan Private Wealth Advisors first reported a position in Celldex Therapeutics in Q2 2015 and held it in 11 quarters.
  • JP Morgan Private Wealth Advisors's Celldex Therapeutics position peaked at $401K in Q2 2015.
  • 131 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q1 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2018, filed 10 May 2018.