JP Morgan Private Wealth Advisors’s SPRAGUE RESOURCES LP SRLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-11,095	Closed	-$161K	–	1531
2018 Q4	$161K	Sell	11,095 -7,143	-39%	-$150K	﹤0.01%	1362
2018 Q3	$492K	Sell	18,238 -19,132	-51%	-$488K	﹤0.01%	1078
2018 Q2	$949K	Buy	37,370 +24,791	+197%	+$583K	0.01%	798
2018 Q1	$300K	Buy	12,579 +104	+0.8%	+$2.6K	﹤0.01%	1041
2017 Q4	$302K	Buy	12,475 +4,080	+49%	+$102K	﹤0.01%	1054
2017 Q3	$207K	Hold	8,395	–	–	﹤0.01%	1143
2017 Q2	$237K	Hold	8,395	–	–	﹤0.01%	1094
2017 Q1	$228K	Buy	+8,395	New	+$228K	﹤0.01%	1190

Other funds holding SRLP

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

DAM

Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SRLP Position: Q1 2019 in Review

JP Morgan Private Wealth Advisors sold out of SPRAGUE RESOURCES LP (SRLP) in Q1 2019, closing a stake of 11,095 shares — an estimated $161K sold.

JP Morgan Private Wealth Advisors first reported a position in SRLP in Q1 2017 and held it in 8 quarters. The position peaked at $949K in Q2 2018. 36 funds tracked by Wall St. Rank hold SRLP as of Q1 2019.

JP Morgan Private Wealth Advisors reported no remaining SPRAGUE RESOURCES LP position as of Q1 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 11,095 SPRAGUE RESOURCES LP shares in Q1 2019, an estimated $161K.
JP Morgan Private Wealth Advisors first reported a position in SPRAGUE RESOURCES LP in Q1 2017 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's SPRAGUE RESOURCES LP position peaked at $949K in Q2 2018.
36 funds tracked by Wall St. Rank held SPRAGUE RESOURCES LP as of Q1 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2019, filed 30 Apr 2019.