JP Morgan Private Wealth Advisors’s Vermilion Energy VET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-28,866	Closed	-$481K	–	1511
2019 Q3	$481K	Sell	28,866 -816	-3%	-$14.2K	﹤0.01%	1021
2019 Q2	$646K	Sell	29,682 -9,954	-25%	-$232K	﹤0.01%	894
2019 Q1	$979K	Buy	39,636 +12,093	+44%	+$296K	0.01%	805
2018 Q4	$580K	Sell	27,543 -11,855	-30%	-$308K	﹤0.01%	914
2018 Q3	$1.3M	Sell	39,398 -5,677	-13%	-$190K	0.01%	746
2018 Q2	$1.63M	Buy	45,075 +3,192	+8%	+$110K	0.01%	641
2018 Q1	$1.35M	Buy	41,883 +8,065	+24%	+$281K	0.01%	576
2017 Q4	$1.23M	Sell	33,818 -3,865	-10%	-$135K	0.01%	605
2017 Q3	$1.34M	Sell	37,683 -818	-2%	-$26.9K	0.01%	561
2017 Q2	$1.22M	Buy	38,501 +3,266	+9%	+$112K	0.01%	566
2017 Q1	$1.32M	Buy	35,235 +6,029	+21%	+$238K	0.01%	558
2016 Q4	$1.23M	Buy	29,206 +7,418	+34%	+$303K	0.01%	543
2016 Q3	$842K	Buy	+21,788	New	+$767K	0.01%	632
2015 Q4	–	Sell	-7,275	Closed	-$233K	–	1212
2015 Q3	$233K	Buy	+7,275	New	+$248K	﹤0.01%	885

Other funds holding VET

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VET Position: Q4 2019 in Review

JP Morgan Private Wealth Advisors sold out of Vermilion Energy (VET) in Q4 2019, closing a stake of 28,866 shares — an estimated $481K sold.

JP Morgan Private Wealth Advisors first reported a position in VET in Q3 2015 and held it in 14 quarters. The position peaked at $1.63M in Q2 2018. 143 funds tracked by Wall St. Rank hold VET as of Q4 2019.

JP Morgan Private Wealth Advisors reported no remaining Vermilion Energy position as of Q4 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 28,866 Vermilion Energy shares in Q4 2019, an estimated $481K.
JP Morgan Private Wealth Advisors first reported a position in Vermilion Energy in Q3 2015 and held it in 14 quarters.
JP Morgan Private Wealth Advisors's Vermilion Energy position peaked at $1.63M in Q2 2018.
143 funds tracked by Wall St. Rank held Vermilion Energy as of Q4 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.