CW
JFC

Cobiz Wealth’s JPMorgan China Region Fund, Inc. JFC Stock Holding History

Cobiz Wealth’s Portfolio JFC Stock Details JFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-3,476
Closed -$46K – 406
2013
Q2 		$46K Buy
+3,476
New +$49K 0.01% 182

Other funds holding JFC

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return
AG
Ashmore Group London, United Kingdom $16.3M AUM 57.83% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
IAM
Integre Asset Management New York $177M AUM 32.31% 1-Year Est. Return

Cobiz Wealth's JFC Position: Q3 2013 in Review

Cobiz Wealth sold out of JPMorgan China Region Fund, Inc. (JFC) in Q3 2013, closing a stake of 3,476 shares — an estimated $46K sold.

Cobiz Wealth first reported a position in JFC in Q2 2013 and held it in 1 quarter. The position peaked at $46K in Q2 2013. 20 funds tracked by Wall St. Rank hold JFC as of Q3 2013.

  • Cobiz Wealth reported no remaining JPMorgan China Region Fund, Inc. position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 3,476 JPMorgan China Region Fund, Inc. shares in Q3 2013, an estimated $46K.
  • Cobiz Wealth first reported a position in JPMorgan China Region Fund, Inc. in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's JPMorgan China Region Fund, Inc. position peaked at $46K in Q2 2013.
  • 20 funds tracked by Wall St. Rank held JPMorgan China Region Fund, Inc. as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.