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JP Morgan Private Wealth Advisors’s Forum Energy Technologies FET Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FET Stock Details FET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-506
Closed -$2K – 1565
2020
Q1 		$2K Hold
506
– – ﹤0.01% 1416
2019
Q4 		$17K Buy
+506
New +$13.7K ﹤0.01% 1460
2017
Q2 		– Sell
-736
Closed -$305K – 1266
2017
Q1 		$305K Sell
736
-4
-0.5% -$1.72K ﹤0.01% 1058
2016
Q4 		$325K Buy
740
+18
+2% +$7.52K ﹤0.01% 969
2016
Q3 		$287K Hold
722
– – ﹤0.01% 1006
2016
Q2 		$250K Sell
722
-35
-5% -$11.2K ﹤0.01% 1057
2016
Q1 		$200K Buy
757
+35
+5% +$7.83K ﹤0.01% 1083
2015
Q4 		$180K Buy
722
+120
+20% +$32.6K ﹤0.01% 1029
2015
Q3 		$147K Sell
602
-5
-0.8% -$1.53K ﹤0.01% 963
2015
Q2 		$246K Buy
607
+4
+0.7% +$1.72K ﹤0.01% 915
2015
Q1 		$236K Sell
603
-30
-5% -$10.9K ﹤0.01% 979
2014
Q4 		$262K Buy
633
+48
+8% +$23.7K ﹤0.01% 923
2014
Q3 		$358K Hold
585
– – ﹤0.01% 790
2014
Q2 		$426K Sell
585
-168
-22% -$109K 0.01% 611
2014
Q1 		$466K Buy
+753
New +$409K 0.01% 587

Other funds holding FET

SP
SCF Partners Houston, Texas $32.2M AUM 191.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HC
Hillman Company Pittsburgh, Pennsylvania $257M AUM 26.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FET Position: Q2 2020 in Review

JP Morgan Private Wealth Advisors sold out of Forum Energy Technologies (FET) in Q2 2020, closing a stake of 506 shares — an estimated $2K sold.

JP Morgan Private Wealth Advisors first reported a position in FET in Q1 2014 and held it in 15 quarters. The position peaked at $466K in Q1 2014. 63 funds tracked by Wall St. Rank hold FET as of Q2 2020.

  • JP Morgan Private Wealth Advisors reported no remaining Forum Energy Technologies position as of Q2 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 506 Forum Energy Technologies shares in Q2 2020, an estimated $2K.
  • JP Morgan Private Wealth Advisors first reported a position in Forum Energy Technologies in Q1 2014 and held it in 15 quarters.
  • JP Morgan Private Wealth Advisors's Forum Energy Technologies position peaked at $466K in Q1 2014.
  • 63 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q2 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.