JMPWA
STRZA

JP Morgan Private Wealth Advisors’s Starz - Series A STRZA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio STRZA Stock Details STRZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-12,575
Closed -$392K – 1339
2016
Q3 		$392K Buy
12,575
+1,920
+18% +$59.2K ﹤0.01% 878
2016
Q2 		$319K Sell
10,655
-2,396
-18% -$63.8K ﹤0.01% 952
2016
Q1 		$344K Buy
13,051
+3,596
+38% +$98.5K ﹤0.01% 894
2015
Q4 		$317K Sell
9,455
-5,422
-36% -$193K ﹤0.01% 845
2015
Q3 		$574K Buy
14,877
+4,845
+48% +$194K 0.01% 579
2015
Q2 		$449K Sell
10,032
-10
-0.1% -$398 0.01% 711
2015
Q1 		$346K Sell
10,042
-398,727
-98% -$12.5M ﹤0.01% 836
2014
Q4 		$1.4M Buy
408,769
+361,995
+774% +$11.2M 0.02% 451
2014
Q3 		$1.55M Buy
46,774
+38,522
+467% +$1.15M 0.02% 416
2014
Q2 		$246K Buy
8,252
+995
+14% +$30.4K ﹤0.01% 756
2014
Q1 		$234K Buy
+7,257
New +$221K ﹤0.01% 781

Other funds holding STRZA

WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
YWP
YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Starz - Series A (STRZA) in Q4 2016, closing a stake of 12,575 shares — an estimated $392K sold.

JP Morgan Private Wealth Advisors first reported a position in STRZA in Q1 2014 and held it in 11 quarters. The position peaked at $1.55M in Q3 2014. 7 funds tracked by Wall St. Rank hold STRZA as of Q4 2016.

  • JP Morgan Private Wealth Advisors reported no remaining Starz - Series A position as of Q4 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 12,575 Starz - Series A shares in Q4 2016, an estimated $392K.
  • JP Morgan Private Wealth Advisors first reported a position in Starz - Series A in Q1 2014 and held it in 11 quarters.
  • JP Morgan Private Wealth Advisors's Starz - Series A position peaked at $1.55M in Q3 2014.
  • 7 funds tracked by Wall St. Rank held Starz - Series A as of Q4 2016.

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