JMPWA
VAL

JP Morgan Private Wealth Advisors’s Valspar VAL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VAL Stock Details VAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6,478
Closed -$718K – 1414
2017
Q1 		$718K Buy
6,478
+220
+4% +$24.2K 0.01% 734
2016
Q4 		$649K Buy
+6,258
New +$645K 0.01% 718
2015
Q4 		– Sell
-3,726
Closed -$268K – 1240
2015
Q3 		$268K Sell
3,726
-2,417
-39% -$190K ﹤0.01% 828
2015
Q2 		$503K Hold
6,143
– – 0.01% 672
2015
Q1 		$516K Buy
6,143
+239
+4% +$20.6K 0.01% 713
2014
Q4 		$511K Buy
5,904
+230
+4% +$18.9K 0.01% 702
2014
Q3 		$448K Sell
5,674
-144
-2% -$11.3K 0.01% 722
2014
Q2 		$443K Buy
5,818
+1,385
+31% +$103K 0.01% 601
2014
Q1 		$320K Buy
+4,433
New +$321K 0.01% 707

Other funds holding VAL

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

JP Morgan Private Wealth Advisors's VAL Position: Q2 2017 in Review

JP Morgan Private Wealth Advisors sold out of Valspar (VAL) in Q2 2017, closing a stake of 6,478 shares — an estimated $718K sold.

JP Morgan Private Wealth Advisors first reported a position in VAL in Q1 2014 and held it in 9 quarters. The position peaked at $718K in Q1 2017. 4 funds tracked by Wall St. Rank hold VAL as of Q2 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Valspar position as of Q2 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,478 Valspar shares in Q2 2017, an estimated $718K.
  • JP Morgan Private Wealth Advisors first reported a position in Valspar in Q1 2014 and held it in 9 quarters.
  • JP Morgan Private Wealth Advisors's Valspar position peaked at $718K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Valspar as of Q2 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.