JMPWA
LLTC

JP Morgan Private Wealth Advisors’s Linear Technology Corp LLTC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LLTC Stock Details LLTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-13,066
Closed -$814K – 1392
2016
Q4 		$814K Sell
13,066
-6,975
-35% -$425K 0.01% 661
2016
Q3 		$1.19M Buy
+20,041
New +$1.12M 0.01% 549
2016
Q2 		– Sell
-11,463
Closed -$511K – 1353
2016
Q1 		$511K Buy
11,463
+5,959
+108% +$252K ﹤0.01% 750
2015
Q4 		$234K Sell
5,504
-425
-7% -$18.7K ﹤0.01% 970
2015
Q3 		$239K Sell
5,929
-569
-9% -$23.3K ﹤0.01% 869
2015
Q2 		$287K Buy
6,498
+1,351
+26% +$62.8K ﹤0.01% 862
2015
Q1 		$241K Sell
5,147
-1,124
-18% -$52.6K ﹤0.01% 970
2014
Q4 		$286K Buy
6,271
+286
+5% +$12.4K ﹤0.01% 890
2014
Q3 		$266K Sell
5,985
-803
-12% -$36.5K ﹤0.01% 884
2014
Q2 		$320K Buy
6,788
+3
+0% +$139 0.01% 698
2014
Q1 		$330K Buy
6,785
+1,843
+37% +$85K 0.01% 698
2013
Q4 		$225K Sell
4,942
-165
-3% -$6.88K ﹤0.01% 588
2013
Q3 		$203K Buy
+5,107
New +$202K ﹤0.01% 600

Other funds holding LLTC

FPF
FNY Partners Fund New York $185M AUM 32.58% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JP Morgan Private Wealth Advisors's LLTC Position: Q1 2017 in Review

JP Morgan Private Wealth Advisors sold out of Linear Technology Corp (LLTC) in Q1 2017, closing a stake of 13,066 shares — an estimated $814K sold.

JP Morgan Private Wealth Advisors first reported a position in LLTC in Q3 2013 and held it in 13 quarters. The position peaked at $1.19M in Q3 2016. 5 funds tracked by Wall St. Rank hold LLTC as of Q1 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Linear Technology Corp position as of Q1 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 13,066 Linear Technology Corp shares in Q1 2017, an estimated $814K.
  • JP Morgan Private Wealth Advisors first reported a position in Linear Technology Corp in Q3 2013 and held it in 13 quarters.
  • JP Morgan Private Wealth Advisors's Linear Technology Corp position peaked at $1.19M in Q3 2016.
  • 5 funds tracked by Wall St. Rank held Linear Technology Corp as of Q1 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2017, filed 15 May 2017.