JWS
P

Juncture Wealth Strategies’s Everpure Inc P Stock Holding History

Juncture Wealth Strategies’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-23,955
Closed -$366K – 107
2019
Q2 		$366K Sell
23,955
-740
-3% -$14.5K 0.29% 86
2019
Q1 		$538K Buy
+24,695
New +$469K 0.42% 64

Other funds holding P

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Juncture Wealth Strategies's P Position: Q3 2019 in Review

Juncture Wealth Strategies sold out of Everpure Inc (P) in Q3 2019, closing a stake of 23,955 shares — an estimated $366K sold.

Juncture Wealth Strategies first reported a position in P in Q1 2019 and held it in 2 quarters. The position peaked at $538K in Q1 2019. 235 funds tracked by Wall St. Rank hold P as of Q3 2019.

  • Juncture Wealth Strategies reported no remaining Everpure Inc position as of Q3 2019 after selling out during the quarter.
  • Juncture Wealth Strategies sold 23,955 Everpure Inc shares in Q3 2019, an estimated $366K.
  • Juncture Wealth Strategies first reported a position in Everpure Inc in Q1 2019 and held it in 2 quarters.
  • Juncture Wealth Strategies's Everpure Inc position peaked at $538K in Q1 2019.
  • 235 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2019.

Based on Juncture Wealth Strategies's 13F filing for Q3 2019, filed 10 Oct 2019.