ACS
JMI

Archford Capital Strategies’s JAVELIN MTG INVESTMENT CORP COM JMI Stock Holding History

Archford Capital Strategies’s Portfolio JMI Stock Details JMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-251
Closed -$3.54K – 874
2014
Q2 		$3.54K Hold
251
– – ﹤0.01% 553
2014
Q1 		$3.37K Buy
+251
New +$3.57K ﹤0.01% 576

Other funds holding JMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Archford Capital Strategies's JMI Position: Q3 2014 in Review

Archford Capital Strategies sold out of JAVELIN MTG INVESTMENT CORP COM (JMI) in Q3 2014, closing a stake of 251 shares — an estimated $3.54K sold.

Archford Capital Strategies first reported a position in JMI in Q1 2014 and held it in 2 quarters. The position peaked at $3.54K in Q2 2014. 36 funds tracked by Wall St. Rank hold JMI as of Q3 2014.

  • Archford Capital Strategies reported no remaining JAVELIN MTG INVESTMENT CORP COM position as of Q3 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 251 JAVELIN MTG INVESTMENT CORP COM shares in Q3 2014, an estimated $3.54K.
  • Archford Capital Strategies first reported a position in JAVELIN MTG INVESTMENT CORP COM in Q1 2014 and held it in 2 quarters.
  • Archford Capital Strategies's JAVELIN MTG INVESTMENT CORP COM position peaked at $3.54K in Q2 2014.
  • 36 funds tracked by Wall St. Rank held JAVELIN MTG INVESTMENT CORP COM as of Q3 2014.

Based on Archford Capital Strategies's 13F filing for Q3 2014, filed 16 Oct 2014.