Centaur Capital Partners’s JPMorgan Chase JPM.WS Stock Holding History

Centaur Capital Partners’s Portfolio JPM.WS Stock Details JPM.WS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-38,000	Closed	-$936K	–	34
2016 Q3	$936K	Sell	38,000 -57,000	-60%	-$1.34M	1.77%	20
2016 Q2	$1.92M	Buy	95,000 +7,500	+9%	+$156K	2.79%	16
2016 Q1	$1.55M	Buy	+87,500	New	+$1.56M	3.17%	11
2015 Q4	–	Sell	-69,000	Closed	-$1.37M	–	32
2015 Q3	$1.37M	Buy	69,000 +4,000	+6%	+$95K	2.07%	23
2015 Q2	$1.61M	Sell	65,000 -21,000	-24%	-$511K	2.75%	18
2015 Q1	$1.89M	Sell	86,000 -44,000	-34%	-$849K	2.63%	18
2014 Q4	$2.7M	Sell	130,000 -17,500	-12%	-$342K	4.36%	9
2014 Q3	$2.97M	Sell	147,500 -7,500	-5%	-$145K	4.17%	11
2014 Q2	$3M	Buy	155,000 +10,000	+7%	+$189K	4.23%	11
2014 Q1	$2.93M	Buy	145,000 +61,100	+73%	+$1.15M	4.73%	11
2013 Q4	$1.63M	Buy	83,900 +23,900	+40%	+$417K	1.88%	20
2013 Q3	$1.01M	Buy	+60,000	New	+$1.01M	0.87%	30

Other funds holding JPM.WS

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

VIA

Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

CAM

Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return

OFG

OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return

VOAM

Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return

CIM

Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return

Centaur Capital Partners's JPM.WS Position: Q4 2016 in Review

Centaur Capital Partners sold out of JPMorgan Chase (JPM.WS) in Q4 2016, closing a stake of 38,000 shares — an estimated $936K sold.

Centaur Capital Partners first reported a position in JPM.WS in Q3 2013 and held it in 12 quarters. The position peaked at $3M in Q2 2014. 61 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2016.

Centaur Capital Partners reported no remaining JPMorgan Chase position as of Q4 2016 after selling out during the quarter.
Centaur Capital Partners sold 38,000 JPMorgan Chase shares in Q4 2016, an estimated $936K.
Centaur Capital Partners first reported a position in JPMorgan Chase in Q3 2013 and held it in 12 quarters.
Centaur Capital Partners's JPMorgan Chase position peaked at $3M in Q2 2014.
61 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on Centaur Capital Partners's 13F filing for Q4 2016, filed 14 Feb 2017.