Blue Bell Private Wealth Management’s JPMorgan China Region Fund, Inc. JFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-86
| Closed | -$2K | – | 264 |
|
|
2017
Q2 | $2K | Hold |
86
| – | – | ﹤0.01% | 236 |
|
|
2017
Q1 | $2K | Hold |
86
| – | – | ﹤0.01% | 241 |
|
|
2016
Q4 | $2K | Sell |
86
-419
| -83% | -$6.84K | ﹤0.01% | 260 |
|
|
2016
Q3 | $9K | Hold |
505
| – | – | 0.01% | 363 |
|
|
2016
Q2 | $8K | Hold |
505
| – | – | 0.01% | 372 |
|
|
2016
Q1 | $7K | Hold |
505
| – | – | ﹤0.01% | 383 |
|
|
2015
Q4 | $8K | Hold |
505
| – | – | 0.01% | 389 |
|
|
2015
Q3 | $7K | Hold |
505
| – | – | ﹤0.01% | 392 |
|
|
2015
Q2 | $10K | Buy |
505
+419
| +487% | +$8.38K | 0.01% | 372 |
|
|
2015
Q1 | $1K | Hold |
86
| – | – | ﹤0.01% | 418 |
|
|
2014
Q4 | $1K | Hold |
86
| – | – | ﹤0.01% | 428 |
|
|
2014
Q3 | $1K | Hold |
86
| – | – | ﹤0.01% | 438 |
|
|
2014
Q2 | $1K | Hold |
86
| – | – | ﹤0.01% | 403 |
|
|
2014
Q1 | $1K | Hold |
86
| – | – | ﹤0.01% | 386 |
|
|
2013
Q4 | $1K | Buy |
+86
| New | +$1.3K | ﹤0.01% | 397 |
|
Blue Bell Private Wealth Management's JFC Position: Q3 2017 in Review
Blue Bell Private Wealth Management sold out of JPMorgan China Region Fund, Inc. (JFC) in Q3 2017, closing a stake of 86 shares — an estimated $2K sold.
Blue Bell Private Wealth Management first reported a position in JFC in Q4 2013 and held it in 15 quarters. The position peaked at $10K in Q2 2015. 0 funds tracked by Wall St. Rank hold JFC as of Q3 2017.
- Blue Bell Private Wealth Management reported no remaining JPMorgan China Region Fund, Inc. position as of Q3 2017 after selling out during the quarter.
- Blue Bell Private Wealth Management sold 86 JPMorgan China Region Fund, Inc. shares in Q3 2017, an estimated $2K.
- Blue Bell Private Wealth Management first reported a position in JPMorgan China Region Fund, Inc. in Q4 2013 and held it in 15 quarters.
- Blue Bell Private Wealth Management's JPMorgan China Region Fund, Inc. position peaked at $10K in Q2 2015.
- 0 funds tracked by Wall St. Rank held JPMorgan China Region Fund, Inc. as of Q3 2017.
Based on Blue Bell Private Wealth Management's 13F filing for Q3 2017, filed 24 Oct 2017.