IP
JPM.PRF.CL

Intellectus Partners’s JPMorgan Chase & Co. Called JPM.PRF.CL Stock Holding History

Intellectus Partners’s Portfolio JPM.PRF.CL Stock Details JPM.PRF.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,687
Closed -$45K – 717
2017
Q3 		$45K Hold
1,687
– – 0.02% 413
2017
Q2 		$45K Sell
1,687
-65
-4% -$1.75K 0.02% 393
2017
Q1 		$46K Sell
1,752
-3
-0.2% -$78 0.02% 351
2016
Q4 		$44K Buy
+1,755
New +$45.9K 0.02% 344

Other funds holding JPM.PRF.CL

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.05B AUM 14.54% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAM
AR Asset Management West Hollywood, California $517M AUM 18.31% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
IAM
Integre Asset Management New York $177M AUM 32.31% 1-Year Est. Return

Intellectus Partners's JPM.PRF.CL Position: Q4 2017 in Review

Intellectus Partners sold out of JPMorgan Chase & Co. Called (JPM.PRF.CL) in Q4 2017, closing a stake of 1,687 shares — an estimated $45K sold.

Intellectus Partners first reported a position in JPM.PRF.CL in Q4 2016 and held it in 4 quarters. The position peaked at $46K in Q1 2017. 12 funds tracked by Wall St. Rank hold JPM.PRF.CL as of Q4 2017.

  • Intellectus Partners reported no remaining JPMorgan Chase & Co. Called position as of Q4 2017 after selling out during the quarter.
  • Intellectus Partners sold 1,687 JPMorgan Chase & Co. Called shares in Q4 2017, an estimated $45K.
  • Intellectus Partners first reported a position in JPMorgan Chase & Co. Called in Q4 2016 and held it in 4 quarters.
  • Intellectus Partners's JPMorgan Chase & Co. Called position peaked at $46K in Q1 2017.
  • 12 funds tracked by Wall St. Rank held JPMorgan Chase & Co. Called as of Q4 2017.

Based on Intellectus Partners's 13F filing for Q4 2017, filed 13 Feb 2018.