JMPWA
HA

JP Morgan Private Wealth Advisors’s Hawaiian Holdings, Inc. HA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio HA Stock Details HA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-10,000
Closed -$247K – 1216
2015
Q3 		$247K Sell
10,000
-466
-4% -$11.1K ﹤0.01% 857
2015
Q2 		$249K Sell
10,466
-146
-1% -$3.41K ﹤0.01% 909
2015
Q1 		$233K Hold
10,612
– – ﹤0.01% 983
2014
Q4 		$277K Sell
10,612
-228
-2% -$4.3K ﹤0.01% 901
2014
Q3 		$146K Buy
+10,840
New +$156K ﹤0.01% 1016

Other funds holding HA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Hirzel Capital Management Dallas, Texas $15.1M AUM 5.29% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HA Position: Q4 2015 in Review

JP Morgan Private Wealth Advisors sold out of Hawaiian Holdings, Inc. (HA) in Q4 2015, closing a stake of 10,000 shares — an estimated $247K sold.

JP Morgan Private Wealth Advisors first reported a position in HA in Q3 2014 and held it in 5 quarters. The position peaked at $277K in Q4 2014. 238 funds tracked by Wall St. Rank hold HA as of Q4 2015.

  • JP Morgan Private Wealth Advisors reported no remaining Hawaiian Holdings, Inc. position as of Q4 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,000 Hawaiian Holdings, Inc. shares in Q4 2015, an estimated $247K.
  • JP Morgan Private Wealth Advisors first reported a position in Hawaiian Holdings, Inc. in Q3 2014 and held it in 5 quarters.
  • JP Morgan Private Wealth Advisors's Hawaiian Holdings, Inc. position peaked at $277K in Q4 2014.
  • 238 funds tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q4 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.