JP Morgan Private Wealth Advisors’s OSI Systems OSIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-5,065	Closed	-$294K	–	1259
2016 Q2	$294K	Sell	5,065 -375	-7%	-$20.7K	﹤0.01%	989
2016 Q1	$356K	Sell	5,440 -40	-0.7%	-$2.65K	﹤0.01%	879
2015 Q4	$486K	Sell	5,480 -256	-4%	-$22.4K	0.01%	696
2015 Q3	$441K	Hold	5,736	–	–	0.01%	660
2015 Q2	$406K	Buy	5,736 +25	+0.4%	+$1.81K	﹤0.01%	750
2015 Q1	$424K	Sell	5,711 -884	-13%	-$63.4K	﹤0.01%	774
2014 Q4	$467K	Hold	6,595	–	–	0.01%	731
2014 Q3	$419K	Buy	6,595 +28	+0.4%	+$1.86K	0.01%	750
2014 Q2	$438K	Buy	6,567 +267	+4%	+$15.9K	0.01%	604
2014 Q1	$377K	Buy	+6,300	New	+$377K	0.01%	657

Other funds holding OSIS

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

TCG

Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return

JP Morgan Private Wealth Advisors's OSIS Position: Q3 2016 in Review

JP Morgan Private Wealth Advisors sold out of OSI Systems (OSIS) in Q3 2016, closing a stake of 5,065 shares — an estimated $294K sold.

JP Morgan Private Wealth Advisors first reported a position in OSIS in Q1 2014 and held it in 10 quarters. The position peaked at $486K in Q4 2015. 178 funds tracked by Wall St. Rank hold OSIS as of Q3 2016.

JP Morgan Private Wealth Advisors reported no remaining OSI Systems position as of Q3 2016 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 5,065 OSI Systems shares in Q3 2016, an estimated $294K.
JP Morgan Private Wealth Advisors first reported a position in OSI Systems in Q1 2014 and held it in 10 quarters.
JP Morgan Private Wealth Advisors's OSI Systems position peaked at $486K in Q4 2015.
178 funds tracked by Wall St. Rank held OSI Systems as of Q3 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.