JMPWA
XOMA

JP Morgan Private Wealth Advisors’s Xoma XOMA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio XOMA Stock Details XOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-2,500
Closed -$28K – 1280
2016
Q2 		$28K Sell
2,500
-1,100
-31% -$15.8K ﹤0.01% 1243
2016
Q1 		$57K Buy
3,600
+550
+18% +$9.91K ﹤0.01% 1179
2015
Q4 		$82K Buy
3,050
+2,500
+455% +$63.8K ﹤0.01% 1082
2015
Q3 		$8K Buy
+550
New +$17.4K ﹤0.01% 1049
2015
Q2 		– Sell
-550
Closed -$40K – 1148
2015
Q1 		$40K Hold
550
– – ﹤0.01% 1117
2014
Q4 		$39K Buy
+550
New +$47.1K ﹤0.01% 1077

Other funds holding XOMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

JP Morgan Private Wealth Advisors's XOMA Position: Q3 2016 in Review

JP Morgan Private Wealth Advisors sold out of Xoma (XOMA) in Q3 2016, closing a stake of 2,500 shares — an estimated $28K sold.

JP Morgan Private Wealth Advisors first reported a position in XOMA in Q4 2014 and held it in 6 quarters. The position peaked at $82K in Q4 2015. 58 funds tracked by Wall St. Rank hold XOMA as of Q3 2016.

  • JP Morgan Private Wealth Advisors reported no remaining Xoma position as of Q3 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,500 Xoma shares in Q3 2016, an estimated $28K.
  • JP Morgan Private Wealth Advisors first reported a position in Xoma in Q4 2014 and held it in 6 quarters.
  • JP Morgan Private Wealth Advisors's Xoma position peaked at $82K in Q4 2015.
  • 58 funds tracked by Wall St. Rank held Xoma as of Q3 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.