JP Morgan Private Wealth Advisors’s WESCO Aircraft Holdings Inc. WAIR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-10,753	Closed	-$145K	–	1318
2016 Q3	$145K	Sell	10,753 -207	-2%	-$2.81K	﹤0.01%	1173
2016 Q2	$147K	Buy	+10,960	New	+$156K	﹤0.01%	1189
2014 Q4	–	Sell	-13,934	Closed	-$242K	–	1153
2014 Q3	$242K	Buy	13,934 +114	+0.8%	+$2.12K	﹤0.01%	916
2014 Q2	$276K	Buy	13,820 +1,022	+8%	+$21.4K	﹤0.01%	730
2014 Q1	$282K	Buy	+12,798	New	+$279K	0.01%	732

Other funds holding WAIR

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

Makaira Partners La Jolla, California $128M AUM 14.03% 1-Year Est. Return

MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WIM

Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WAIR Position: Q4 2016 in Review

JP Morgan Private Wealth Advisors sold out of WESCO Aircraft Holdings Inc. (WAIR) in Q4 2016, closing a stake of 10,753 shares — an estimated $145K sold.

JP Morgan Private Wealth Advisors first reported a position in WAIR in Q1 2014 and held it in 5 quarters. The position peaked at $282K in Q1 2014. 137 funds tracked by Wall St. Rank hold WAIR as of Q4 2016.

JP Morgan Private Wealth Advisors reported no remaining WESCO Aircraft Holdings Inc. position as of Q4 2016 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,753 WESCO Aircraft Holdings Inc. shares in Q4 2016, an estimated $145K.
JP Morgan Private Wealth Advisors first reported a position in WESCO Aircraft Holdings Inc. in Q1 2014 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's WESCO Aircraft Holdings Inc. position peaked at $282K in Q1 2014.
137 funds tracked by Wall St. Rank held WESCO Aircraft Holdings Inc. as of Q4 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.