JP Morgan Private Wealth Advisors’s LINNCO LLC COM SHS REPSTG LTD LIABILITY LNCO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio LNCO Stock Details LNCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-28,088	Closed	-$813K	–	1178
2014 Q3	$813K	Sell	28,088 -2,270	-7%	-$68.6K	0.01%	562
2014 Q2	$950K	Buy	30,358 +2,270	+8%	+$64.2K	0.02%	422
2014 Q1	$760K	Sell	28,088 -210	-0.7%	-$6.39K	0.01%	460
2013 Q4	$872K	Buy	+28,298	New	+$866K	0.02%	370

Other funds holding LNCO

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Private Wealth Advisors's LNCO Position: Q4 2014 in Review

JP Morgan Private Wealth Advisors sold out of LINNCO LLC COM SHS REPSTG LTD LIABILITY (LNCO) in Q4 2014, closing a stake of 28,088 shares — an estimated $813K sold.

JP Morgan Private Wealth Advisors first reported a position in LNCO in Q4 2013 and held it in 4 quarters. The position peaked at $950K in Q2 2014. 165 funds tracked by Wall St. Rank hold LNCO as of Q4 2014.

JP Morgan Private Wealth Advisors reported no remaining LINNCO LLC COM SHS REPSTG LTD LIABILITY position as of Q4 2014 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 28,088 LINNCO LLC COM SHS REPSTG LTD LIABILITY shares in Q4 2014, an estimated $813K.
JP Morgan Private Wealth Advisors first reported a position in LINNCO LLC COM SHS REPSTG LTD LIABILITY in Q4 2013 and held it in 4 quarters.
JP Morgan Private Wealth Advisors's LINNCO LLC COM SHS REPSTG LTD LIABILITY position peaked at $950K in Q2 2014.
165 funds tracked by Wall St. Rank held LINNCO LLC COM SHS REPSTG LTD LIABILITY as of Q4 2014.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.