JMPWA
NBHC icon

JP Morgan Private Wealth Advisors’s National Bank Holdings NBHC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio NBHC Stock Details NBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-15,000
Closed -$308K – 698
2013
Q3 		$308K Hold
15,000
– – 0.01% 506
2013
Q2 		$296K Buy
+15,000
New +$277K 0.01% 496

Other funds holding NBHC

EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $229M AUM 110.07% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NBHC Position: Q4 2013 in Review

JP Morgan Private Wealth Advisors sold out of National Bank Holdings (NBHC) in Q4 2013, closing a stake of 15,000 shares — an estimated $308K sold.

JP Morgan Private Wealth Advisors first reported a position in NBHC in Q2 2013 and held it in 2 quarters. The position peaked at $308K in Q3 2013. 102 funds tracked by Wall St. Rank hold NBHC as of Q4 2013.

  • JP Morgan Private Wealth Advisors reported no remaining National Bank Holdings position as of Q4 2013 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 15,000 National Bank Holdings shares in Q4 2013, an estimated $308K.
  • JP Morgan Private Wealth Advisors first reported a position in National Bank Holdings in Q2 2013 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's National Bank Holdings position peaked at $308K in Q3 2013.
  • 102 funds tracked by Wall St. Rank held National Bank Holdings as of Q4 2013.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2013, filed 31 Jan 2014.