JP Morgan Private Wealth Advisors’s FEI COMPANY FEIC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FEIC Stock Details FEIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-4,646	Closed	-$414K	–	1355
2016 Q1	$414K	Buy	4,646 +1,671	+56%	+$129K	﹤0.01%	810
2015 Q4	$237K	Hold	2,975	–	–	﹤0.01%	963
2015 Q3	$217K	Hold	2,975	–	–	﹤0.01%	912
2015 Q2	$247K	Hold	2,975	–	–	﹤0.01%	914
2015 Q1	$227K	Sell	2,975 -145	-5%	-$11.6K	﹤0.01%	993
2014 Q4	$282K	Sell	3,120 -70	-2%	-$5.84K	﹤0.01%	894
2014 Q3	$241K	Buy	3,190 +530	+20%	+$44.6K	﹤0.01%	918
2014 Q2	$241K	Sell	2,660 -2,051	-44%	-$181K	﹤0.01%	764
2014 Q1	$485K	Buy	+4,711	New	+$463K	0.01%	574

Other funds holding FEIC

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FEIC Position: Q2 2016 in Review

JP Morgan Private Wealth Advisors sold out of FEI COMPANY (FEIC) in Q2 2016, closing a stake of 4,646 shares — an estimated $414K sold.

JP Morgan Private Wealth Advisors first reported a position in FEIC in Q1 2014 and held it in 9 quarters. The position peaked at $485K in Q1 2014. 245 funds tracked by Wall St. Rank hold FEIC as of Q2 2016.

JP Morgan Private Wealth Advisors reported no remaining FEI COMPANY position as of Q2 2016 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 4,646 FEI COMPANY shares in Q2 2016, an estimated $414K.
JP Morgan Private Wealth Advisors first reported a position in FEI COMPANY in Q1 2014 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's FEI COMPANY position peaked at $485K in Q1 2014.
245 funds tracked by Wall St. Rank held FEI COMPANY as of Q2 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.