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JP Morgan Private Wealth Advisors’s TransAlta TAC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TAC Stock Details TAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-10,007
Closed -$59K – 1624
2020
Q2 		$59K Sell
10,007
-2,442
-20% -$14K ﹤0.01% 1526
2020
Q1 		$65K Buy
+12,449
New +$84.4K ﹤0.01% 1380

Other funds holding TAC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BEP
Bluescape Energy Partners Dallas, Texas $322M AUM 18.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JP Morgan Private Wealth Advisors's TAC Position: Q3 2020 in Review

JP Morgan Private Wealth Advisors sold out of TransAlta (TAC) in Q3 2020, closing a stake of 10,007 shares — an estimated $59K sold.

JP Morgan Private Wealth Advisors first reported a position in TAC in Q1 2020 and held it in 2 quarters. The position peaked at $65K in Q1 2020. 84 funds tracked by Wall St. Rank hold TAC as of Q3 2020.

  • JP Morgan Private Wealth Advisors reported no remaining TransAlta position as of Q3 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,007 TransAlta shares in Q3 2020, an estimated $59K.
  • JP Morgan Private Wealth Advisors first reported a position in TransAlta in Q1 2020 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's TransAlta position peaked at $65K in Q1 2020.
  • 84 funds tracked by Wall St. Rank held TransAlta as of Q3 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.