JMPWA
ITI

JP Morgan Private Wealth Advisors’s Iteris, Inc. ITI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ITI Stock Details ITI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-26,869
Closed -$146K – 1361
2017
Q1 		$146K Sell
26,869
-5,000
-16% -$24.4K ﹤0.01% 1277
2016
Q4 		$116K Hold
31,869
– – ﹤0.01% 1203
2016
Q3 		$116K Buy
+31,869
New +$111K ﹤0.01% 1177

Other funds holding ITI

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ITI Position: Q2 2017 in Review

JP Morgan Private Wealth Advisors sold out of Iteris, Inc. (ITI) in Q2 2017, closing a stake of 26,869 shares — an estimated $146K sold.

JP Morgan Private Wealth Advisors first reported a position in ITI in Q3 2016 and held it in 3 quarters. The position peaked at $146K in Q1 2017. 62 funds tracked by Wall St. Rank hold ITI as of Q2 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Iteris, Inc. position as of Q2 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 26,869 Iteris, Inc. shares in Q2 2017, an estimated $146K.
  • JP Morgan Private Wealth Advisors first reported a position in Iteris, Inc. in Q3 2016 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's Iteris, Inc. position peaked at $146K in Q1 2017.
  • 62 funds tracked by Wall St. Rank held Iteris, Inc. as of Q2 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.