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JP Morgan Private Wealth Advisors’s INNOVATE Corp VATE Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-5,180
Closed -$127K – 1464
2019
Q1 		$127K Hold
5,180
– – ﹤0.01% 1402
2018
Q4 		$137K Buy
5,180
+3,970
+328% +$167K ﹤0.01% 1377
2018
Q3 		$74K Buy
+1,210
New +$72.5K ﹤0.01% 1536

Other funds holding VATE

BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
MIM
Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ES
Equitec Specialists Chicago, Illinois $708K AUM 25.27% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VATE Position: Q2 2019 in Review

JP Morgan Private Wealth Advisors sold out of INNOVATE Corp (VATE) in Q2 2019, closing a stake of 5,180 shares — an estimated $127K sold.

JP Morgan Private Wealth Advisors first reported a position in VATE in Q3 2018 and held it in 3 quarters. The position peaked at $137K in Q4 2018. 80 funds tracked by Wall St. Rank hold VATE as of Q2 2019.

  • JP Morgan Private Wealth Advisors reported no remaining INNOVATE Corp position as of Q2 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 5,180 INNOVATE Corp shares in Q2 2019, an estimated $127K.
  • JP Morgan Private Wealth Advisors first reported a position in INNOVATE Corp in Q3 2018 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's INNOVATE Corp position peaked at $137K in Q4 2018.
  • 80 funds tracked by Wall St. Rank held INNOVATE Corp as of Q2 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.