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JP Morgan Private Wealth Advisors’s News Corp Class B NWS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio NWS Stock Details NWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-94,005
Closed -$1.27M – 1321
2017
Q1 		$1.27M Sell
94,005
-141
-0.1% -$1.82K 0.01% 567
2016
Q4 		$1.11M Buy
94,146
+2,000
+2% +$25.4K 0.01% 574
2016
Q3 		$1.31M Sell
92,146
-2,436
-3% -$33.2K 0.01% 525
2016
Q2 		$1.1M Buy
94,582
+1,447
+2% +$18K 0.01% 576
2016
Q1 		$1.23M Buy
93,135
+5,240
+6% +$64.9K 0.01% 504
2015
Q4 		$1.23M Hold
87,895
– – 0.01% 473
2015
Q3 		$1.13M Buy
87,895
+8,080
+10% +$111K 0.01% 443
2015
Q2 		$1.14M Hold
79,815
– – 0.01% 484
2015
Q1 		$1.27M Buy
79,815
+1,450
+2% +$22.9K 0.01% 471
2014
Q4 		$1.18M Buy
78,365
+31,515
+67% +$472K 0.01% 493
2014
Q3 		$756K Buy
46,850
+5,400
+13% +$92.7K 0.01% 583
2014
Q2 		$723K Sell
41,450
-966
-2% -$16.3K 0.01% 477
2014
Q1 		$709K Buy
+42,416
New +$721K 0.01% 476

Other funds holding NWS

SL
SOF Ltd George Town, Cayman Islands $279M AUM 6.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NWS Position: Q2 2017 in Review

JP Morgan Private Wealth Advisors sold out of News Corp Class B (NWS) in Q2 2017, closing a stake of 94,005 shares — an estimated $1.27M sold.

JP Morgan Private Wealth Advisors first reported a position in NWS in Q1 2014 and held it in 13 quarters. The position peaked at $1.31M in Q3 2016. 183 funds tracked by Wall St. Rank hold NWS as of Q2 2017.

  • JP Morgan Private Wealth Advisors reported no remaining News Corp Class B position as of Q2 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 94,005 News Corp Class B shares in Q2 2017, an estimated $1.27M.
  • JP Morgan Private Wealth Advisors first reported a position in News Corp Class B in Q1 2014 and held it in 13 quarters.
  • JP Morgan Private Wealth Advisors's News Corp Class B position peaked at $1.31M in Q3 2016.
  • 183 funds tracked by Wall St. Rank held News Corp Class B as of Q2 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.