JMPWA
NAK

JP Morgan Private Wealth Advisors’s Northern Dynasty Minerals NAK Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio NAK Stock Details NAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-20,000
Closed -$35K – 1349
2017
Q4 		$35K Buy
+20,000
New +$39.6K ﹤0.01% 1276

Other funds holding NAK

VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Northern Dynasty Minerals (NAK) in Q1 2018, closing a stake of 20,000 shares — an estimated $35K sold.

JP Morgan Private Wealth Advisors first reported a position in NAK in Q4 2017 and held it in 1 quarter. The position peaked at $35K in Q4 2017. 86 funds tracked by Wall St. Rank hold NAK as of Q1 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Northern Dynasty Minerals position as of Q1 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 20,000 Northern Dynasty Minerals shares in Q1 2018, an estimated $35K.
  • JP Morgan Private Wealth Advisors first reported a position in Northern Dynasty Minerals in Q4 2017 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Northern Dynasty Minerals position peaked at $35K in Q4 2017.
  • 86 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q1 2018.

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