JP Morgan Private Wealth Advisors’s Veren VRN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-10,057	Closed	-$204K	–	1152
2015 Q2	$204K	Buy	+10,057	New	+$235K	﹤0.01%	970
2014 Q4	–	Sell	-17,436	Closed	-$583K	–	1145
2014 Q3	$583K	Sell	17,436 -67	-0.4%	-$2.48K	0.01%	647
2014 Q2	$711K	Sell	17,503 -2,066	-11%	-$76.7K	0.01%	481
2014 Q1	$654K	Buy	+19,569	New	+$632K	0.01%	494

Other funds holding VRN

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VRN Position: Q3 2015 in Review

JP Morgan Private Wealth Advisors sold out of Veren (VRN) in Q3 2015, closing a stake of 10,057 shares — an estimated $204K sold.

JP Morgan Private Wealth Advisors first reported a position in VRN in Q1 2014 and held it in 4 quarters. The position peaked at $711K in Q2 2014. 168 funds tracked by Wall St. Rank hold VRN as of Q3 2015.

JP Morgan Private Wealth Advisors reported no remaining Veren position as of Q3 2015 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,057 Veren shares in Q3 2015, an estimated $204K.
JP Morgan Private Wealth Advisors first reported a position in Veren in Q1 2014 and held it in 4 quarters.
JP Morgan Private Wealth Advisors's Veren position peaked at $711K in Q2 2014.
168 funds tracked by Wall St. Rank held Veren as of Q3 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2015, filed 5 Nov 2015.