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JP Morgan Private Wealth Advisors’s POSCO PKX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PKX Stock Details PKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-25,549
Closed -$1.25M – 1116
2015
Q2 		$1.25M Buy
25,549
+5,101
+25% +$283K 0.01% 457
2015
Q1 		$1.12M Buy
20,448
+4,965
+32% +$302K 0.01% 501
2014
Q4 		$988K Sell
15,483
-21
-0.1% -$1.45K 0.01% 532
2014
Q3 		$1.18M Buy
15,504
+100
+0.6% +$7.98K 0.02% 474
2014
Q2 		$1.15M Sell
15,404
-18
-0.1% -$1.31K 0.02% 386
2014
Q1 		$1.07M Buy
+15,422
New +$1.06M 0.02% 392

Other funds holding PKX

SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PKX Position: Q3 2015 in Review

JP Morgan Private Wealth Advisors sold out of POSCO (PKX) in Q3 2015, closing a stake of 25,549 shares — an estimated $1.25M sold.

JP Morgan Private Wealth Advisors first reported a position in PKX in Q1 2014 and held it in 6 quarters. The position peaked at $1.25M in Q2 2015. 138 funds tracked by Wall St. Rank hold PKX as of Q3 2015.

  • JP Morgan Private Wealth Advisors reported no remaining POSCO position as of Q3 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 25,549 POSCO shares in Q3 2015, an estimated $1.25M.
  • JP Morgan Private Wealth Advisors first reported a position in POSCO in Q1 2014 and held it in 6 quarters.
  • JP Morgan Private Wealth Advisors's POSCO position peaked at $1.25M in Q2 2015.
  • 138 funds tracked by Wall St. Rank held POSCO as of Q3 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2015, filed 5 Nov 2015.