CPP
JPM.PRE.CL

Crow Point Partners’s JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non JPM.PRE.CL Stock Holding History

Crow Point Partners’s Portfolio JPM.PRE.CL Stock Details JPM.PRE.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5,973
Closed -$166K – 332
2016
Q3 		$166K Buy
+5,973
New +$164K 0.03% 172
2015
Q3 		$106K Sell
4,300
-1,390
-24% -$35.6K 0.02% 203
2015
Q2 		$141K Sell
5,690
-2,400
-30% -$61.7K 0.02% 186
2015
Q1 		$200K Buy
+8,090
New +$207K 0.03% 164
2014
Q3 		$4.43M Buy
+179,400
New +$4.46M 0.59% 51

Other funds holding JPM.PRE.CL

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Crow Point Partners's JPM.PRE.CL Position: Q4 2016 in Review

Crow Point Partners sold out of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non (JPM.PRE.CL) in Q4 2016, closing a stake of 5,973 shares — an estimated $166K sold.

Crow Point Partners first reported a position in JPM.PRE.CL in Q3 2014 and held it in 5 quarters. The position peaked at $4.43M in Q3 2014. 5 funds tracked by Wall St. Rank hold JPM.PRE.CL as of Q4 2016.

  • Crow Point Partners reported no remaining JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non position as of Q4 2016 after selling out during the quarter.
  • Crow Point Partners sold 5,973 JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non shares in Q4 2016, an estimated $166K.
  • Crow Point Partners first reported a position in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non in Q3 2014 and held it in 5 quarters.
  • Crow Point Partners's JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non position peaked at $4.43M in Q3 2014.
  • 5 funds tracked by Wall St. Rank held JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non as of Q4 2016.

Based on Crow Point Partners's 13F filing for Q4 2016, filed 15 Feb 2017.