JP Morgan Private Wealth Advisors’s Marchex MCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-27,908	Closed	-$78K	–	1538
2018 Q3	$78K	Hold	27,908	–	–	﹤0.01%	1532
2018 Q2	$85K	Hold	27,908	–	–	﹤0.01%	1421
2018 Q1	$76K	Hold	27,908	–	–	﹤0.01%	1240
2017 Q4	$90K	Hold	27,908	–	–	﹤0.01%	1235
2017 Q3	$86K	Hold	27,908	–	–	﹤0.01%	1205
2017 Q2	$83K	Buy	+27,908	New	+$78.9K	﹤0.01%	1193

Other funds holding MCHX

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HFA

Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

RAM

Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

PAWC

P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return

SST

S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

WAM

Winslow Asset Management Beachwood, Ohio $515M AUM 30.41% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MCHX Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of Marchex (MCHX) in Q4 2018, closing a stake of 27,908 shares — an estimated $78K sold.

JP Morgan Private Wealth Advisors first reported a position in MCHX in Q2 2017 and held it in 6 quarters. The position peaked at $90K in Q4 2017. 66 funds tracked by Wall St. Rank hold MCHX as of Q4 2018.

JP Morgan Private Wealth Advisors reported no remaining Marchex position as of Q4 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 27,908 Marchex shares in Q4 2018, an estimated $78K.
JP Morgan Private Wealth Advisors first reported a position in Marchex in Q2 2017 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's Marchex position peaked at $90K in Q4 2017.
66 funds tracked by Wall St. Rank held Marchex as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.