JMPWA
WMAR

JP Morgan Private Wealth Advisors’s West Marine Inc WMAR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio WMAR Stock Details WMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-11,100
Closed -$101K – 1347
2016
Q1 		$101K Hold
11,100
– – ﹤0.01% 1136
2015
Q4 		$94K Hold
11,100
– – ﹤0.01% 1079
2015
Q3 		$97K Buy
+11,100
New +$101K ﹤0.01% 998

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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Select Equity Group
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WMAR Position: Q2 2016 in Review

JP Morgan Private Wealth Advisors sold out of West Marine Inc (WMAR) in Q2 2016, closing a stake of 11,100 shares — an estimated $101K sold.

JP Morgan Private Wealth Advisors first reported a position in WMAR in Q3 2015 and held it in 3 quarters. The position peaked at $101K in Q1 2016. 83 funds tracked by Wall St. Rank hold WMAR as of Q2 2016.

  • JP Morgan Private Wealth Advisors reported no remaining West Marine Inc position as of Q2 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 11,100 West Marine Inc shares in Q2 2016, an estimated $101K.
  • JP Morgan Private Wealth Advisors first reported a position in West Marine Inc in Q3 2015 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's West Marine Inc position peaked at $101K in Q1 2016.
  • 83 funds tracked by Wall St. Rank held West Marine Inc as of Q2 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.