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JP Morgan Private Wealth Advisors’s Navigator Holdings NVGS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio NVGS Stock Details NVGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-10,741
Closed -$101K – 1495
2018
Q4 		$101K Sell
10,741
-18
-0.2% -$207 ﹤0.01% 1393
2018
Q3 		$131K Hold
10,759
– – ﹤0.01% 1515
2018
Q2 		$136K Buy
+10,759
New +$123K ﹤0.01% 1402

Other funds holding NVGS

IPC
Invesco Private Capital New York $365M AUM 8.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SAM
Steinberg Asset Management New York $154M AUM 41.94% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PAPAIJV
Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas $73.6M AUM 61.93% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NVGS Position: Q1 2019 in Review

JP Morgan Private Wealth Advisors sold out of Navigator Holdings (NVGS) in Q1 2019, closing a stake of 10,741 shares — an estimated $101K sold.

JP Morgan Private Wealth Advisors first reported a position in NVGS in Q2 2018 and held it in 3 quarters. The position peaked at $136K in Q2 2018. 74 funds tracked by Wall St. Rank hold NVGS as of Q1 2019.

  • JP Morgan Private Wealth Advisors reported no remaining Navigator Holdings position as of Q1 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,741 Navigator Holdings shares in Q1 2019, an estimated $101K.
  • JP Morgan Private Wealth Advisors first reported a position in Navigator Holdings in Q2 2018 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's Navigator Holdings position peaked at $136K in Q2 2018.
  • 74 funds tracked by Wall St. Rank held Navigator Holdings as of Q1 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2019, filed 30 Apr 2019.