JMPWA
MWV

JP Morgan Private Wealth Advisors’s MEADWESTVACO CORP MWV Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio MWV Stock Details MWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-11,813
Closed -$483K – 1165
2014
Q3 		$483K Sell
11,813
-79
-0.7% -$3.38K 0.01% 701
2014
Q2 		$526K Sell
11,892
-326
-3% -$13.2K 0.01% 551
2014
Q1 		$460K Buy
+12,218
New +$444K 0.01% 595

Other funds holding MWV

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of MEADWESTVACO CORP (MWV) in Q4 2014, closing a stake of 11,813 shares — an estimated $483K sold.

JP Morgan Private Wealth Advisors first reported a position in MWV in Q1 2014 and held it in 3 quarters. The position peaked at $526K in Q2 2014. 391 funds tracked by Wall St. Rank hold MWV as of Q4 2014.

  • JP Morgan Private Wealth Advisors reported no remaining MEADWESTVACO CORP position as of Q4 2014 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 11,813 MEADWESTVACO CORP shares in Q4 2014, an estimated $483K.
  • JP Morgan Private Wealth Advisors first reported a position in MEADWESTVACO CORP in Q1 2014 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's MEADWESTVACO CORP position peaked at $526K in Q2 2014.
  • 391 funds tracked by Wall St. Rank held MEADWESTVACO CORP as of Q4 2014.

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