JP Morgan Private Wealth Advisors’s Redwood Trust RWT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-11,430	Closed	-$189K	–	1523
2019 Q4	$189K	Buy	+11,430	New	+$188K	﹤0.01%	1409
2017 Q4	–	Sell	-10,885	Closed	-$177K	–	1323
2017 Q3	$177K	Hold	10,885	–	–	﹤0.01%	1168
2017 Q2	$185K	Buy	10,885 +459	+4%	+$7.75K	﹤0.01%	1160
2017 Q1	$173K	Sell	10,426 -5,452	-34%	-$87.8K	﹤0.01%	1260
2016 Q4	$241K	Buy	15,878 +336	+2%	+$4.93K	﹤0.01%	1095
2016 Q3	$220K	Buy	15,542 +1,665	+12%	+$23.7K	﹤0.01%	1112
2016 Q2	$192K	Sell	13,877 -1,600	-10%	-$21.5K	﹤0.01%	1161
2016 Q1	$202K	Buy	+15,477	New	+$181K	﹤0.01%	1080

Other funds holding RWT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WIM

Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

JP Morgan Private Wealth Advisors's RWT Position: Q1 2020 in Review

JP Morgan Private Wealth Advisors sold out of Redwood Trust (RWT) in Q1 2020, closing a stake of 11,430 shares — an estimated $189K sold.

JP Morgan Private Wealth Advisors first reported a position in RWT in Q1 2016 and held it in 8 quarters. The position peaked at $241K in Q4 2016. 213 funds tracked by Wall St. Rank hold RWT as of Q1 2020.

JP Morgan Private Wealth Advisors reported no remaining Redwood Trust position as of Q1 2020 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 11,430 Redwood Trust shares in Q1 2020, an estimated $189K.
JP Morgan Private Wealth Advisors first reported a position in Redwood Trust in Q1 2016 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's Redwood Trust position peaked at $241K in Q4 2016.
213 funds tracked by Wall St. Rank held Redwood Trust as of Q1 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.