JP Morgan Private Wealth Advisors’s PDL BioPharma, Inc. PDLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-139,113	Closed	-$517K	–	1504
2019 Q1	$517K	Buy	139,113 +63,614	+84%	+$215K	﹤0.01%	1026
2018 Q4	$219K	Sell	75,499 -127,327	-63%	-$350K	﹤0.01%	1306
2018 Q3	$534K	Hold	202,826	–	–	﹤0.01%	1046
2018 Q2	$474K	Buy	202,826 +60,729	+43%	+$170K	﹤0.01%	1024
2018 Q1	$418K	Hold	142,097	–	–	﹤0.01%	931
2017 Q4	$390K	Hold	142,097	–	–	﹤0.01%	961
2017 Q3	$481K	Hold	142,097	–	–	﹤0.01%	862
2017 Q2	$351K	Buy	142,097 +71,023	+100%	+$163K	﹤0.01%	955
2017 Q1	$161K	Hold	71,074	–	–	﹤0.01%	1266
2016 Q4	$151K	Hold	71,074	–	–	﹤0.01%	1188
2016 Q3	$238K	Hold	71,074	–	–	﹤0.01%	1080
2016 Q2	$223K	Buy	+71,074	New	+$237K	﹤0.01%	1112
2015 Q2	–	Sell	-39,323	Closed	-$276K	–	1193
2015 Q1	$276K	Sell	39,323 -129	-0.3%	-$934	﹤0.01%	921
2014 Q4	$304K	Hold	39,452	–	–	﹤0.01%	868
2014 Q3	$294K	Buy	+39,452	New	+$366K	﹤0.01%	851

Other funds holding PDLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PDLI Position: Q2 2019 in Review

JP Morgan Private Wealth Advisors sold out of PDL BioPharma, Inc. (PDLI) in Q2 2019, closing a stake of 139,113 shares — an estimated $517K sold.

JP Morgan Private Wealth Advisors first reported a position in PDLI in Q3 2014 and held it in 15 quarters. The position peaked at $534K in Q3 2018. 148 funds tracked by Wall St. Rank hold PDLI as of Q2 2019.

JP Morgan Private Wealth Advisors reported no remaining PDL BioPharma, Inc. position as of Q2 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 139,113 PDL BioPharma, Inc. shares in Q2 2019, an estimated $517K.
JP Morgan Private Wealth Advisors first reported a position in PDL BioPharma, Inc. in Q3 2014 and held it in 15 quarters.
JP Morgan Private Wealth Advisors's PDL BioPharma, Inc. position peaked at $534K in Q3 2018.
148 funds tracked by Wall St. Rank held PDL BioPharma, Inc. as of Q2 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.