JMPWA
MRC

JP Morgan Private Wealth Advisors’s MRC Global MRC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MRC Stock Details MRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-224,923
Closed -$3.7M – 1277
2016
Q3 		$3.7M Buy
224,923
+8,837
+4% +$127K 0.03% 316
2016
Q2 		$3.07M Buy
216,086
+96,887
+81% +$1.34M 0.03% 353
2016
Q1 		$1.57M Buy
+119,199
New +$1.37M 0.02% 458

Other funds holding MRC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MRC Position: Q4 2016 in Review

JP Morgan Private Wealth Advisors sold out of MRC Global (MRC) in Q4 2016, closing a stake of 224,923 shares — an estimated $3.7M sold.

JP Morgan Private Wealth Advisors first reported a position in MRC in Q1 2016 and held it in 3 quarters. The position peaked at $3.7M in Q3 2016. 189 funds tracked by Wall St. Rank hold MRC as of Q4 2016.

  • JP Morgan Private Wealth Advisors reported no remaining MRC Global position as of Q4 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 224,923 MRC Global shares in Q4 2016, an estimated $3.7M.
  • JP Morgan Private Wealth Advisors first reported a position in MRC Global in Q1 2016 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's MRC Global position peaked at $3.7M in Q3 2016.
  • 189 funds tracked by Wall St. Rank held MRC Global as of Q4 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.