JP Morgan Private Wealth Advisors
XLS

JP Morgan Private Wealth Advisors’s EXELIS INC COM STK XLS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio XLS Stock Details XLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-13,003
Closed -$227K – 1195
2014
Q4 		$227K Buy
13,003
+1,328
+11% +$22.9K ﹤0.01% 958
2014
Q3 		$193K Buy
+11,675
New +$190K ﹤0.01% 988
2014
Q2 		– Sell
-14,497
Closed -$257K – 946
2014
Q1 		$257K Buy
+14,497
New +$267K ﹤0.01% 755

Other funds holding XLS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
London Company of Virginia
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Pentwater Capital Management
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Davidson Kempner Capital Management
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of EXELIS INC COM STK (XLS) in Q1 2015, closing a stake of 13,003 shares — an estimated $227K sold.

JP Morgan Private Wealth Advisors first reported a position in XLS in Q1 2014 and held it in 3 quarters. The position peaked at $257K in Q1 2014. 308 funds tracked by Wall St. Rank hold XLS as of Q1 2015.

  • JP Morgan Private Wealth Advisors reported no remaining EXELIS INC COM STK position as of Q1 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 13,003 EXELIS INC COM STK shares in Q1 2015, an estimated $227K.
  • JP Morgan Private Wealth Advisors first reported a position in EXELIS INC COM STK in Q1 2014 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's EXELIS INC COM STK position peaked at $257K in Q1 2014.
  • 308 funds tracked by Wall St. Rank held EXELIS INC COM STK as of Q1 2015.

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