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JP Morgan Private Wealth Advisors’s Douglas Emmett DEI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DEI Stock Details DEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-12,607
Closed -$376K – 1064
2015
Q1 		$376K Sell
12,607
-14,668
-54% -$426K ﹤0.01% 808
2014
Q4 		$775K Buy
27,275
+3,021
+12% +$83.3K 0.01% 592
2014
Q3 		$623K Buy
24,254
+49
+0.2% +$1.38K 0.01% 631
2014
Q2 		$683K Buy
24,205
+1,136
+5% +$31.6K 0.01% 488
2014
Q1 		$626K Buy
+23,069
New +$597K 0.01% 504

Other funds holding DEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DEI Position: Q2 2015 in Review

JP Morgan Private Wealth Advisors sold out of Douglas Emmett (DEI) in Q2 2015, closing a stake of 12,607 shares — an estimated $376K sold.

JP Morgan Private Wealth Advisors first reported a position in DEI in Q1 2014 and held it in 5 quarters. The position peaked at $775K in Q4 2014. 221 funds tracked by Wall St. Rank hold DEI as of Q2 2015.

  • JP Morgan Private Wealth Advisors reported no remaining Douglas Emmett position as of Q2 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 12,607 Douglas Emmett shares in Q2 2015, an estimated $376K.
  • JP Morgan Private Wealth Advisors first reported a position in Douglas Emmett in Q1 2014 and held it in 5 quarters.
  • JP Morgan Private Wealth Advisors's Douglas Emmett position peaked at $775K in Q4 2014.
  • 221 funds tracked by Wall St. Rank held Douglas Emmett as of Q2 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2015, filed 10 Aug 2015.