JMPWA
KN icon

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 $462B AUM 39.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $743M AUM 34.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Knowles (KN) in Q2 2017, closing a stake of 51,269 shares — an estimated $971K sold.

JP Morgan Private Wealth Advisors first reported a position in KN in Q1 2014 and held it in 13 quarters. The position peaked at $1.24M in Q2 2015. 253 funds tracked by Wall St. Rank hold KN as of Q2 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Knowles position as of Q2 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 51,269 Knowles shares in Q2 2017, an estimated $971K.
  • JP Morgan Private Wealth Advisors first reported a position in Knowles in Q1 2014 and held it in 13 quarters.
  • JP Morgan Private Wealth Advisors's Knowles position peaked at $1.24M in Q2 2015.
  • 253 funds tracked by Wall St. Rank held Knowles as of Q2 2017.

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