JMPWA
WCC

JP Morgan Private Wealth Advisors’s WESCO International WCC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,824
Closed -$215K – 1169
2014
Q4 		$215K Sell
2,824
-84
-3% -$6.61K ﹤0.01% 970
2014
Q3 		$228K Buy
2,908
+63
+2% +$5.21K ﹤0.01% 932
2014
Q2 		$246K Sell
2,845
-1,184
-29% -$103K ﹤0.01% 755
2014
Q1 		$336K Buy
+4,029
New +$345K 0.01% 688

Other funds holding WCC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WCC Position: Q1 2015 in Review

JP Morgan Private Wealth Advisors sold out of WESCO International (WCC) in Q1 2015, closing a stake of 2,824 shares — an estimated $215K sold.

JP Morgan Private Wealth Advisors first reported a position in WCC in Q1 2014 and held it in 4 quarters. The position peaked at $336K in Q1 2014. 201 funds tracked by Wall St. Rank hold WCC as of Q1 2015.

  • JP Morgan Private Wealth Advisors reported no remaining WESCO International position as of Q1 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,824 WESCO International shares in Q1 2015, an estimated $215K.
  • JP Morgan Private Wealth Advisors first reported a position in WESCO International in Q1 2014 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's WESCO International position peaked at $336K in Q1 2014.
  • 201 funds tracked by Wall St. Rank held WESCO International as of Q1 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.