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JP Morgan Private Wealth Advisors’s Designer Brands DBI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DBI Stock Details DBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-8,454
Closed -$214K – 1170
2015
Q3 		$214K Sell
8,454
-86
-1% -$2.67K ﹤0.01% 914
2015
Q2 		$285K Buy
8,540
+1,961
+30% +$70K ﹤0.01% 863
2015
Q1 		$243K Buy
6,579
+553
+9% +$20.3K ﹤0.01% 965
2014
Q4 		$225K Buy
+6,026
New +$197K ﹤0.01% 959

Other funds holding DBI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Designer Brands (DBI) in Q4 2015, closing a stake of 8,454 shares — an estimated $214K sold.

JP Morgan Private Wealth Advisors first reported a position in DBI in Q4 2014 and held it in 4 quarters. The position peaked at $285K in Q2 2015. 222 funds tracked by Wall St. Rank hold DBI as of Q4 2015.

  • JP Morgan Private Wealth Advisors reported no remaining Designer Brands position as of Q4 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 8,454 Designer Brands shares in Q4 2015, an estimated $214K.
  • JP Morgan Private Wealth Advisors first reported a position in Designer Brands in Q4 2014 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's Designer Brands position peaked at $285K in Q2 2015.
  • 222 funds tracked by Wall St. Rank held Designer Brands as of Q4 2015.

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