CA
JFC

Cornerstone Advisors’s JPMorgan China Region Fund, Inc. JFC Stock Holding History

Cornerstone Advisors’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
2015
Q4 		– Sell
-19,417
Closed -$278K – 266
2015
Q3 		$278K Hold
19,417
– – 0.07% 206
2015
Q2 		$364K Buy
19,417
+8,550
+79% +$171K 0.08% 174
2015
Q1 		$195K Buy
+10,867
New +$188K 0.04% 229

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Cornerstone Advisors's JFC Position: Q4 2015 in Review

Cornerstone Advisors sold out of JPMorgan China Region Fund, Inc. (JFC) in Q4 2015, closing a stake of 19,417 shares — an estimated $278K sold.

Cornerstone Advisors first reported a position in JFC in Q1 2015 and held it in 3 quarters. The position peaked at $364K in Q2 2015. 22 funds tracked by Wall St. Rank hold JFC as of Q4 2015.

  • Cornerstone Advisors reported no remaining JPMorgan China Region Fund, Inc. position as of Q4 2015 after selling out during the quarter.
  • Cornerstone Advisors sold 19,417 JPMorgan China Region Fund, Inc. shares in Q4 2015, an estimated $278K.
  • Cornerstone Advisors first reported a position in JPMorgan China Region Fund, Inc. in Q1 2015 and held it in 3 quarters.
  • Cornerstone Advisors's JPMorgan China Region Fund, Inc. position peaked at $364K in Q2 2015.
  • 22 funds tracked by Wall St. Rank held JPMorgan China Region Fund, Inc. as of Q4 2015.

Based on Cornerstone Advisors's 13F filing for Q4 2015, filed 10 Feb 2016.