JP Morgan Private Wealth Advisors’s PBF LOGISTICS LP PBFX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-18,639	Closed	-$391K	–	1628
2018 Q2	$391K	Buy	+18,639	New	+$376K	﹤0.01%	1098
2018 Q1	–	Sell	-9,805	Closed	-$205K	–	1400
2017 Q4	$205K	Hold	9,805	–	–	﹤0.01%	1180
2017 Q3	$206K	Buy	+9,805	New	+$203K	﹤0.01%	1147
2017 Q2	–	Sell	-9,805	Closed	-$211K	–	1376
2017 Q1	$211K	Buy	+9,805	New	+$201K	﹤0.01%	1219

Other funds holding PBFX

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PBFX Position: Q3 2018 in Review

JP Morgan Private Wealth Advisors sold out of PBF LOGISTICS LP (PBFX) in Q3 2018, closing a stake of 18,639 shares — an estimated $391K sold.

JP Morgan Private Wealth Advisors first reported a position in PBFX in Q1 2017 and held it in 4 quarters. The position peaked at $391K in Q2 2018. 47 funds tracked by Wall St. Rank hold PBFX as of Q3 2018.

JP Morgan Private Wealth Advisors reported no remaining PBF LOGISTICS LP position as of Q3 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 18,639 PBF LOGISTICS LP shares in Q3 2018, an estimated $391K.
JP Morgan Private Wealth Advisors first reported a position in PBF LOGISTICS LP in Q1 2017 and held it in 4 quarters.
JP Morgan Private Wealth Advisors's PBF LOGISTICS LP position peaked at $391K in Q2 2018.
47 funds tracked by Wall St. Rank held PBF LOGISTICS LP as of Q3 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.