JMPWA
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JP Morgan Private Wealth Advisors’s Knowles KN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio KN Stock Details KN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-51,269
Closed -$971K – 1292
2017
Q1 		$971K Sell
51,269
-561
-1% -$10.3K 0.01% 643
2016
Q4 		$866K Buy
51,830
+1,001
+2% +$15.6K 0.01% 633
2016
Q3 		$714K Sell
50,829
-245
-0.5% -$3.47K 0.01% 668
2016
Q2 		$699K Buy
51,074
+376
+0.7% +$5.18K 0.01% 678
2016
Q1 		$668K Buy
50,698
+3,842
+8% +$47.3K 0.01% 664
2015
Q4 		$624K Hold
46,856
– – 0.01% 629
2015
Q3 		$864K Sell
46,856
-21,510
-31% -$368K 0.01% 507
2015
Q2 		$1.24M Buy
68,366
+11,013
+19% +$214K 0.01% 458
2015
Q1 		$1.11M Buy
57,353
+10,254
+22% +$214K 0.01% 504
2014
Q4 		$1.11M Buy
47,099
+1,077
+2% +$22.3K 0.01% 510
2014
Q3 		$1.22M Buy
46,022
+6,002
+15% +$183K 0.02% 463
2014
Q2 		$1.23M Buy
40,020
+11,956
+43% +$362K 0.02% 370
2014
Q1 		$886K Buy
+28,064
New +$871K 0.02% 424

Other funds holding KN

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return