JMPWA
CMCSK

JP Morgan Private Wealth Advisors’s COMCAST CORP SPL A (NEW) CMCSK Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CMCSK Stock Details CMCSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-201,927
Closed -$11.6M – 1263
2015
Q3 		$11.6M Buy
201,927
+1,812
+0.9% +$104K 0.15% 149
2015
Q2 		$12M Sell
200,115
-22,148
-10% -$1.33M 0.14% 164
2015
Q1 		$12.5M Sell
222,263
-3,746
-2% -$210K 0.14% 153
2014
Q4 		$13M Buy
226,009
+2,230
+1% +$128K 0.16% 145
2014
Q3 		$12M Buy
223,779
+33,264
+17% +$1.78M 0.15% 144
2014
Q2 		$10.2M Buy
190,515
+7,018
+4% +$374K 0.17% 134
2014
Q1 		$8.95M Buy
183,497
+41,309
+29% +$2.01M 0.16% 141
2013
Q4 		$7.09M Buy
142,188
+726
+0.5% +$36.2K 0.14% 161
2013
Q3 		$6.13M Buy
141,462
+1,033
+0.7% +$44.8K 0.14% 162
2013
Q2 		$5.57M Buy
+140,429
New +$5.57M 0.14% 158

Other funds holding CMCSK

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
BIC
Bridges Investment Counsel Omaha, Nebraska $181M AUM 21.66% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of COMCAST CORP SPL A (NEW) (CMCSK) in Q4 2015, closing a stake of 201,927 shares — an estimated $11.6M sold.

JP Morgan Private Wealth Advisors first reported a position in CMCSK in Q2 2013 and held it in 10 quarters. The position peaked at $13M in Q4 2014. 5 funds tracked by Wall St. Rank hold CMCSK as of Q4 2015.

  • JP Morgan Private Wealth Advisors reported no remaining COMCAST CORP SPL A (NEW) position as of Q4 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 201,927 COMCAST CORP SPL A (NEW) shares in Q4 2015, an estimated $11.6M.
  • JP Morgan Private Wealth Advisors first reported a position in COMCAST CORP SPL A (NEW) in Q2 2013 and held it in 10 quarters.
  • JP Morgan Private Wealth Advisors's COMCAST CORP SPL A (NEW) position peaked at $13M in Q4 2014.
  • 5 funds tracked by Wall St. Rank held COMCAST CORP SPL A (NEW) as of Q4 2015.

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