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JP Morgan Private Wealth Advisors’s Towne Bank TOWN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio TOWN Stock Details TOWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-16,289
Closed -$501K – 1380
2017
Q4 		$501K Buy
16,289
+2,000
+14% +$66.7K ﹤0.01% 868
2017
Q3 		$479K Hold
14,289
– – ﹤0.01% 864
2017
Q2 		$440K Hold
14,289
– – ﹤0.01% 878
2017
Q1 		$463K Buy
+14,289
New +$463K ﹤0.01% 886

Other funds holding TOWN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Private Wealth Advisors sold out of Towne Bank (TOWN) in Q1 2018, closing a stake of 16,289 shares — an estimated $501K sold.

JP Morgan Private Wealth Advisors first reported a position in TOWN in Q1 2017 and held it in 4 quarters. The position peaked at $501K in Q4 2017. 141 funds tracked by Wall St. Rank hold TOWN as of Q1 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Towne Bank position as of Q1 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 16,289 Towne Bank shares in Q1 2018, an estimated $501K.
  • JP Morgan Private Wealth Advisors first reported a position in Towne Bank in Q1 2017 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's Towne Bank position peaked at $501K in Q4 2017.
  • 141 funds tracked by Wall St. Rank held Towne Bank as of Q1 2018.

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