JMPWA
PHLT

JP Morgan Private Wealth Advisors’s Performant Healthcare Inc PHLT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PHLT Stock Details PHLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-10,800
Closed -$18K – 1322
2016
Q1 		$18K Hold
10,800
– – ﹤0.01% 1225
2015
Q4 		$19K Buy
+10,800
New +$24.6K ﹤0.01% 1109

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Dimensional Fund Advisors
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Canada Life
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
CRC
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Renaissance Technologies
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JP Morgan Private Wealth Advisors's PHLT Position: Q2 2016 in Review

JP Morgan Private Wealth Advisors sold out of Performant Healthcare Inc (PHLT) in Q2 2016, closing a stake of 10,800 shares — an estimated $18K sold.

JP Morgan Private Wealth Advisors first reported a position in PHLT in Q4 2015 and held it in 2 quarters. The position peaked at $19K in Q4 2015. 40 funds tracked by Wall St. Rank hold PHLT as of Q2 2016.

  • JP Morgan Private Wealth Advisors reported no remaining Performant Healthcare Inc position as of Q2 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,800 Performant Healthcare Inc shares in Q2 2016, an estimated $18K.
  • JP Morgan Private Wealth Advisors first reported a position in Performant Healthcare Inc in Q4 2015 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Performant Healthcare Inc position peaked at $19K in Q4 2015.
  • 40 funds tracked by Wall St. Rank held Performant Healthcare Inc as of Q2 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.