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JP Morgan Private Wealth Advisors’s US Foods USFD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio USFD Stock Details USFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-5,369
Closed -$203K – 1621
2018
Q2 		$203K Buy
+5,369
New +$190K ﹤0.01% 1369

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Private Wealth Advisors's USFD Position: Q3 2018 in Review

JP Morgan Private Wealth Advisors sold out of US Foods (USFD) in Q3 2018, closing a stake of 5,369 shares — an estimated $203K sold.

JP Morgan Private Wealth Advisors first reported a position in USFD in Q2 2018 and held it in 1 quarter. The position peaked at $203K in Q2 2018. 285 funds tracked by Wall St. Rank hold USFD as of Q3 2018.

  • JP Morgan Private Wealth Advisors reported no remaining US Foods position as of Q3 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 5,369 US Foods shares in Q3 2018, an estimated $203K.
  • JP Morgan Private Wealth Advisors first reported a position in US Foods in Q2 2018 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's US Foods position peaked at $203K in Q2 2018.
  • 285 funds tracked by Wall St. Rank held US Foods as of Q3 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.