Creative Planning’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 |
-2,973
| Closed | -$60K | – | 4592 |
|
|
2017
Q2 | $60K | Hold |
2,973
| – | – | ﹤0.01% | 2384 |
|
|
2017
Q1 | $54K | Hold |
2,973
| – | – | ﹤0.01% | 2429 |
|
|
2016
Q4 | $46K | Hold |
2,973
| – | – | ﹤0.01% | 2465 |
|
|
2016
Q3 | $51K | Hold |
2,973
| – | – | ﹤0.01% | 2347 |
|
|
2016
Q2 | $45K | Hold |
2,973
| – | – | ﹤0.01% | 2207 |
|
|
2016
Q1 | $44K | Sell |
2,973
-1,850
| -38% | -$24.7K | ﹤0.01% | 2201 |
|
|
2015
Q4 | $74K | Buy |
4,823
+1,850
| +62% | +$29K | ﹤0.01% | 1818 |
|
|
2015
Q3 | $43K | Buy |
+2,973
| New | +$47.5K | ﹤0.01% | 2149 |
|
|
2015
Q2 | – | Sell |
-1,850
| Closed | -$33K | – | 4085 |
|
|
2015
Q1 | $33K | Sell |
1,850
-208
| -10% | -$3.6K | ﹤0.01% | 2319 |
|
|
2014
Q4 | $35K | Hold |
2,058
| – | – | ﹤0.01% | 2255 |
|
|
2014
Q3 | $31K | Hold |
2,058
| – | – | ﹤0.01% | 2241 |
|
|
2014
Q2 | $31K | Hold |
2,058
| – | – | ﹤0.01% | 2215 |
|
|
2014
Q1 | $29K | Hold |
2,058
| – | – | ﹤0.01% | 2167 |
|
|
2013
Q4 | $31K | Hold |
2,058
| – | – | ﹤0.01% | 1945 |
|
|
2013
Q3 | $30K | Hold |
2,058
| – | – | ﹤0.01% | 1864 |
|
|
2013
Q2 | $27K | Buy |
+2,058
| New | +$29K | ﹤0.01% | 1757 |
|
Creative Planning's JFC Position: Q3 2017 in Review
Creative Planning sold out of JPMorgan China Region Fund, Inc. (JFC) in Q3 2017, closing a stake of 2,973 shares — an estimated $60K sold.
Creative Planning first reported a position in JFC in Q2 2013 and held it in 16 quarters. The position peaked at $74K in Q4 2015. 0 funds tracked by Wall St. Rank hold JFC as of Q3 2017.
- Creative Planning reported no remaining JPMorgan China Region Fund, Inc. position as of Q3 2017 after selling out during the quarter.
- Creative Planning sold 2,973 JPMorgan China Region Fund, Inc. shares in Q3 2017, an estimated $60K.
- Creative Planning first reported a position in JPMorgan China Region Fund, Inc. in Q2 2013 and held it in 16 quarters.
- Creative Planning's JPMorgan China Region Fund, Inc. position peaked at $74K in Q4 2015.
- 0 funds tracked by Wall St. Rank held JPMorgan China Region Fund, Inc. as of Q3 2017.
Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.