JMPWA
GOOD

JP Morgan Private Wealth Advisors’s Gladstone Commercial Corp GOOD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio GOOD Stock Details GOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-11,629
Closed -$202K – 1491
2018
Q1 		$202K Buy
+11,629
New +$214K ﹤0.01% 1185

Other funds holding GOOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Private Wealth Advisors's GOOD Position: Q2 2018 in Review

JP Morgan Private Wealth Advisors sold out of Gladstone Commercial Corp (GOOD) in Q2 2018, closing a stake of 11,629 shares — an estimated $202K sold.

JP Morgan Private Wealth Advisors first reported a position in GOOD in Q1 2018 and held it in 1 quarter. The position peaked at $202K in Q1 2018. 111 funds tracked by Wall St. Rank hold GOOD as of Q2 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Gladstone Commercial Corp position as of Q2 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 11,629 Gladstone Commercial Corp shares in Q2 2018, an estimated $202K.
  • JP Morgan Private Wealth Advisors first reported a position in Gladstone Commercial Corp in Q1 2018 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Gladstone Commercial Corp position peaked at $202K in Q1 2018.
  • 111 funds tracked by Wall St. Rank held Gladstone Commercial Corp as of Q2 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.