JMPWA
REI icon

JP Morgan Private Wealth Advisors’s Ring Energy REI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10,000
Closed -$130K – 1359
2016
Q4 		$130K Hold
10,000
– – ﹤0.01% 1197
2016
Q3 		$109K Hold
10,000
– – ﹤0.01% 1179
2016
Q2 		$88K Buy
+10,000
New +$74.8K ﹤0.01% 1214
2016
Q1 		– Sell
-10,000
Closed -$70K – 1287
2015
Q4 		$70K Buy
+10,000
New +$95.1K ﹤0.01% 1087

Other funds holding REI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return

JP Morgan Private Wealth Advisors's REI Position: Q1 2017 in Review

JP Morgan Private Wealth Advisors sold out of Ring Energy (REI) in Q1 2017, closing a stake of 10,000 shares — an estimated $130K sold.

JP Morgan Private Wealth Advisors first reported a position in REI in Q4 2015 and held it in 4 quarters. The position peaked at $130K in Q4 2016. 95 funds tracked by Wall St. Rank hold REI as of Q1 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Ring Energy position as of Q1 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,000 Ring Energy shares in Q1 2017, an estimated $130K.
  • JP Morgan Private Wealth Advisors first reported a position in Ring Energy in Q4 2015 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's Ring Energy position peaked at $130K in Q4 2016.
  • 95 funds tracked by Wall St. Rank held Ring Energy as of Q1 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2017, filed 15 May 2017.