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JP Morgan Private Wealth Advisors’s NeoGenomics NEO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio NEO Stock Details NEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-10,000
Closed -$57K – 1194
2015
Q3 		$57K Hold
10,000
– – ﹤0.01% 1019
2015
Q2 		$54K Buy
+10,000
New +$51.6K ﹤0.01% 1032

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DCM
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GIM
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Vanguard Group
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KIA
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BFA
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RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NEO Position: Q4 2015 in Review

JP Morgan Private Wealth Advisors sold out of NeoGenomics (NEO) in Q4 2015, closing a stake of 10,000 shares — an estimated $57K sold.

JP Morgan Private Wealth Advisors first reported a position in NEO in Q2 2015 and held it in 2 quarters. The position peaked at $57K in Q3 2015. 119 funds tracked by Wall St. Rank hold NEO as of Q4 2015.

  • JP Morgan Private Wealth Advisors reported no remaining NeoGenomics position as of Q4 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,000 NeoGenomics shares in Q4 2015, an estimated $57K.
  • JP Morgan Private Wealth Advisors first reported a position in NeoGenomics in Q2 2015 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's NeoGenomics position peaked at $57K in Q3 2015.
  • 119 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.