JP Morgan Private Wealth Advisors’s Rockwell Medical RMTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-130	Closed	-$96K	–	1291
2016 Q3	$96K	Hold	130	–	–	﹤0.01%	1184
2016 Q2	$108K	Hold	130	–	–	﹤0.01%	1205
2016 Q1	$107K	Hold	130	–	–	﹤0.01%	1134
2015 Q4	$146K	Hold	130	–	–	﹤0.01%	1053
2015 Q3	$110K	Sell	130 -4	-3%	-$5.8K	﹤0.01%	989
2015 Q2	$237K	Sell	134 -21	-14%	-$26.7K	﹤0.01%	926
2015 Q1	$187K	Buy	155 +29	+23%	+$34K	﹤0.01%	1051
2014 Q4	$143K	Hold	126	–	–	﹤0.01%	1030
2014 Q3	$127K	Hold	126	–	–	﹤0.01%	1026
2014 Q2	$167K	Sell	126 -20	-14%	-$24.1K	﹤0.01%	843
2014 Q1	$204K	Hold	146	–	–	﹤0.01%	805
2013 Q4	$168K	Hold	146	–	–	﹤0.01%	627
2013 Q3	$184K	Buy	146 +36	+33%	+$24.4K	﹤0.01%	606
2013 Q2	$44K	Buy	+110	New	+$46.6K	﹤0.01%	612

Other funds holding RMTI

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

BFA

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

BIT

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Private Wealth Advisors's RMTI Position: Q4 2016 in Review

JP Morgan Private Wealth Advisors sold out of Rockwell Medical (RMTI) in Q4 2016, closing a stake of 130 shares — an estimated $96K sold.

JP Morgan Private Wealth Advisors first reported a position in RMTI in Q2 2013 and held it in 14 quarters. The position peaked at $237K in Q2 2015. 85 funds tracked by Wall St. Rank hold RMTI as of Q4 2016.

JP Morgan Private Wealth Advisors reported no remaining Rockwell Medical position as of Q4 2016 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 130 Rockwell Medical shares in Q4 2016, an estimated $96K.
JP Morgan Private Wealth Advisors first reported a position in Rockwell Medical in Q2 2013 and held it in 14 quarters.
JP Morgan Private Wealth Advisors's Rockwell Medical position peaked at $237K in Q2 2015.
85 funds tracked by Wall St. Rank held Rockwell Medical as of Q4 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.