JP Morgan Private Wealth Advisors’s TrueCar TRUE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-10,810	Closed	-$85K	–	1271
2016 Q2	$85K	Sell	10,810 -400	-4%	-$2.65K	﹤0.01%	1215
2016 Q1	$63K	Sell	11,210 -235	-2%	-$1.42K	﹤0.01%	1176
2015 Q4	$109K	Hold	11,445	–	–	﹤0.01%	1071
2015 Q3	$60K	Buy	+11,445	New	+$81.2K	﹤0.01%	1017
2015 Q2	–	Sell	-11,445	Closed	-$204K	–	1135
2015 Q1	$204K	Buy	+11,445	New	+$213K	﹤0.01%	1031

Other funds holding TRUE

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Private Wealth Advisors's TRUE Position: Q3 2016 in Review

JP Morgan Private Wealth Advisors sold out of TrueCar (TRUE) in Q3 2016, closing a stake of 10,810 shares — an estimated $85K sold.

JP Morgan Private Wealth Advisors first reported a position in TRUE in Q1 2015 and held it in 5 quarters. The position peaked at $204K in Q1 2015. 82 funds tracked by Wall St. Rank hold TRUE as of Q3 2016.

JP Morgan Private Wealth Advisors reported no remaining TrueCar position as of Q3 2016 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,810 TrueCar shares in Q3 2016, an estimated $85K.
JP Morgan Private Wealth Advisors first reported a position in TrueCar in Q1 2015 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's TrueCar position peaked at $204K in Q1 2015.
82 funds tracked by Wall St. Rank held TrueCar as of Q3 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.