JP Morgan Private Wealth Advisors’s News Corp Class A NWSA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio NWSA Stock Details NWSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-17,244	Closed	-$227K	–	1551
2018 Q3	$227K	Buy	17,244 +658	+4%	+$9.23K	﹤0.01%	1422
2018 Q2	$257K	Sell	16,586 -1,641	-9%	-$25.9K	﹤0.01%	1266
2018 Q1	$287K	Buy	18,227 +4,682	+35%	+$77K	﹤0.01%	1060
2017 Q4	$219K	Buy	13,545 +1,051	+8%	+$15.7K	﹤0.01%	1161
2017 Q3	$166K	Buy	12,494 +1,134	+10%	+$15.3K	﹤0.01%	1171
2017 Q2	$155K	Buy	+11,360	New	+$149K	﹤0.01%	1170
2013 Q4	–	Sell	-11,888	Closed	-$191K	–	700
2013 Q3	$191K	Buy	+11,888	New	+$190K	﹤0.01%	604

Other funds holding NWSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NWSA Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of News Corp Class A (NWSA) in Q4 2018, closing a stake of 17,244 shares — an estimated $227K sold.

JP Morgan Private Wealth Advisors first reported a position in NWSA in Q3 2013 and held it in 7 quarters. The position peaked at $287K in Q1 2018. 378 funds tracked by Wall St. Rank hold NWSA as of Q4 2018.

JP Morgan Private Wealth Advisors reported no remaining News Corp Class A position as of Q4 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 17,244 News Corp Class A shares in Q4 2018, an estimated $227K.
JP Morgan Private Wealth Advisors first reported a position in News Corp Class A in Q3 2013 and held it in 7 quarters.
JP Morgan Private Wealth Advisors's News Corp Class A position peaked at $287K in Q1 2018.
378 funds tracked by Wall St. Rank held News Corp Class A as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.