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JP Morgan Private Wealth Advisors’s Safety Insurance SAFT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,000
Closed -$322K – 1368
2017
Q4 		$322K Buy
+4,000
New +$324K ﹤0.01% 1029

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JP Morgan Private Wealth Advisors's SAFT Position: Q1 2018 in Review

JP Morgan Private Wealth Advisors sold out of Safety Insurance (SAFT) in Q1 2018, closing a stake of 4,000 shares — an estimated $322K sold.

JP Morgan Private Wealth Advisors first reported a position in SAFT in Q4 2017 and held it in 1 quarter. The position peaked at $322K in Q4 2017. 151 funds tracked by Wall St. Rank hold SAFT as of Q1 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Safety Insurance position as of Q1 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,000 Safety Insurance shares in Q1 2018, an estimated $322K.
  • JP Morgan Private Wealth Advisors first reported a position in Safety Insurance in Q4 2017 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Safety Insurance position peaked at $322K in Q4 2017.
  • 151 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2018, filed 10 May 2018.