JMPWA
PRZM

JP Morgan Private Wealth Advisors’s Prism Technologies Group, Inc PRZM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PRZM Stock Details PRZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-10,000
Closed -$36K – 674
2013
Q2 		$36K Buy
+10,000
New +$36.3K ﹤0.01% 614

Other funds holding PRZM

OP
Osmium Partners Greenbrae, California $10.4M AUM 73.79% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PRZM Position: Q3 2013 in Review

JP Morgan Private Wealth Advisors sold out of Prism Technologies Group, Inc (PRZM) in Q3 2013, closing a stake of 10,000 shares — an estimated $36K sold.

JP Morgan Private Wealth Advisors first reported a position in PRZM in Q2 2013 and held it in 1 quarter. The position peaked at $36K in Q2 2013. 19 funds tracked by Wall St. Rank hold PRZM as of Q3 2013.

  • JP Morgan Private Wealth Advisors reported no remaining Prism Technologies Group, Inc position as of Q3 2013 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,000 Prism Technologies Group, Inc shares in Q3 2013, an estimated $36K.
  • JP Morgan Private Wealth Advisors first reported a position in Prism Technologies Group, Inc in Q2 2013 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Prism Technologies Group, Inc position peaked at $36K in Q2 2013.
  • 19 funds tracked by Wall St. Rank held Prism Technologies Group, Inc as of Q3 2013.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2013, filed 5 Nov 2013.