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JP Morgan Private Wealth Advisors’s Greif GEF Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GEF Stock Details GEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-4,198
Closed -$215K – 1344
2016
Q4 		$215K Sell
4,198
-652
-13% -$33.1K ﹤0.01% 1134
2016
Q3 		$241K Sell
4,850
-4,155
-46% -$178K ﹤0.01% 1073
2016
Q2 		$336K Sell
9,005
-1,995
-18% -$71.4K ﹤0.01% 932
2016
Q1 		$360K Buy
11,000
+1,000
+10% +$27.6K ﹤0.01% 875
2015
Q4 		$308K Sell
10,000
-2,006
-17% -$66.4K ﹤0.01% 854
2015
Q3 		$383K Sell
12,006
-4,262
-26% -$139K ﹤0.01% 709
2015
Q2 		$583K Buy
16,268
+6,772
+71% +$269K 0.01% 625
2015
Q1 		$373K Hold
9,496
– – ﹤0.01% 814
2014
Q4 		$448K Buy
9,496
+3,100
+48% +$139K 0.01% 747
2014
Q3 		$280K Buy
+6,396
New +$319K ﹤0.01% 866

Other funds holding GEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

JP Morgan Private Wealth Advisors's GEF Position: Q1 2017 in Review

JP Morgan Private Wealth Advisors sold out of Greif (GEF) in Q1 2017, closing a stake of 4,198 shares — an estimated $215K sold.

JP Morgan Private Wealth Advisors first reported a position in GEF in Q3 2014 and held it in 10 quarters. The position peaked at $583K in Q2 2015. 193 funds tracked by Wall St. Rank hold GEF as of Q1 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Greif position as of Q1 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,198 Greif shares in Q1 2017, an estimated $215K.
  • JP Morgan Private Wealth Advisors first reported a position in Greif in Q3 2014 and held it in 10 quarters.
  • JP Morgan Private Wealth Advisors's Greif position peaked at $583K in Q2 2015.
  • 193 funds tracked by Wall St. Rank held Greif as of Q1 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2017, filed 15 May 2017.