BA
JPM.PRC

BKS Advisors’s JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC JPM.PRC Stock Holding History

BKS Advisors’s Portfolio JPM.PRC Stock Details JPM.PRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-10,708
Closed -$272K – 170
2015
Q1 		$272K Buy
+10,708
New +$273K 0.13% 112

BKS Advisors's JPM.PRC Position: Q2 2015 in Review

BKS Advisors sold out of JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC (JPM.PRC) in Q2 2015, closing a stake of 10,708 shares — an estimated $272K sold.

BKS Advisors first reported a position in JPM.PRC in Q1 2015 and held it in 1 quarter. The position peaked at $272K in Q1 2015. 0 funds tracked by Wall St. Rank hold JPM.PRC as of Q2 2015.

  • BKS Advisors reported no remaining JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC position as of Q2 2015 after selling out during the quarter.
  • BKS Advisors sold 10,708 JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC shares in Q2 2015, an estimated $272K.
  • BKS Advisors first reported a position in JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC in Q1 2015 and held it in 1 quarter.
  • BKS Advisors's JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC position peaked at $272K in Q1 2015.
  • 0 funds tracked by Wall St. Rank held JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC as of Q2 2015.

Based on BKS Advisors's 13F filing for Q2 2015, filed 12 Aug 2015.