JP Morgan Private Wealth Advisors’s Ryder R Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-6,730	Closed	-$444K	–	1290
2016 Q3	$444K	Sell	6,730 -365	-5%	-$23.9K	﹤0.01%	826
2016 Q2	$434K	Sell	7,095 -1,290	-15%	-$85.4K	﹤0.01%	831
2016 Q1	$543K	Sell	8,385 -1,233	-13%	-$70.1K	0.01%	732
2015 Q4	$547K	Sell	9,618 -1,490	-13%	-$98.5K	0.01%	665
2015 Q3	$822K	Sell	11,108 -211	-2%	-$18K	0.01%	513
2015 Q2	$989K	Buy	11,319 +4,701	+71%	+$444K	0.01%	508
2015 Q1	$628K	Buy	6,618 +543	+9%	+$49.9K	0.01%	641
2014 Q4	$564K	Buy	6,075 +2,631	+76%	+$235K	0.01%	667
2014 Q3	$310K	Buy	+3,444	New	+$309K	﹤0.01%	839

Other funds holding R

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return