JP Morgan Private Wealth Advisors’s TPG Mortgage Investment Trust MITT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-8,333	Closed	-$475K	–	1346
2017 Q4	$475K	Hold	8,333	–	–	﹤0.01%	886
2017 Q3	$481K	Hold	8,333	–	–	﹤0.01%	861
2017 Q2	$458K	Hold	8,333	–	–	﹤0.01%	866
2017 Q1	$451K	Hold	8,333	–	–	﹤0.01%	900
2016 Q4	$428K	Hold	8,333	–	–	﹤0.01%	861
2016 Q3	$394K	Hold	8,333	–	–	﹤0.01%	875
2016 Q2	$361K	Hold	8,333	–	–	﹤0.01%	900
2016 Q1	$327K	Hold	8,333	–	–	﹤0.01%	915
2015 Q4	$321K	Sell	8,333 -430	-5%	-$18.9K	﹤0.01%	839
2015 Q3	$400K	Buy	+8,763	New	+$451K	0.01%	698
2015 Q2	–	Sell	-8,333	Closed	-$471K	–	1110
2015 Q1	$471K	Sell	8,333 -55	-0.7%	-$3.08K	0.01%	745
2014 Q4	$467K	Buy	+8,388	New	+$477K	0.01%	730

Other funds holding MITT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

AGC

Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MITT Position: Q1 2018 in Review

JP Morgan Private Wealth Advisors sold out of TPG Mortgage Investment Trust (MITT) in Q1 2018, closing a stake of 8,333 shares — an estimated $475K sold.

JP Morgan Private Wealth Advisors first reported a position in MITT in Q4 2014 and held it in 12 quarters. The position peaked at $481K in Q3 2017. 109 funds tracked by Wall St. Rank hold MITT as of Q1 2018.

JP Morgan Private Wealth Advisors reported no remaining TPG Mortgage Investment Trust position as of Q1 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 8,333 TPG Mortgage Investment Trust shares in Q1 2018, an estimated $475K.
JP Morgan Private Wealth Advisors first reported a position in TPG Mortgage Investment Trust in Q4 2014 and held it in 12 quarters.
JP Morgan Private Wealth Advisors's TPG Mortgage Investment Trust position peaked at $481K in Q3 2017.
109 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q1 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2018, filed 10 May 2018.