JP Morgan Chase
CDI

JP Morgan Chase’s CDI Corp. CDI Stock Holding History

JP Morgan Chase’s Portfolio CDI Stock Details CDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-37
Closed – – 5368
2016
Q4 		$0 Buy
+37
New +$254 ﹤0.01% 5268
2015
Q2 		– Sell
-110,617
Closed -$1.55M – 4298
2015
Q1 		$1.55M Buy
110,617
+53,310
+93% +$872K ﹤0.01% 2993
2014
Q4 		$1.01M Sell
57,307
-3,453
-6% -$57.8K ﹤0.01% 3334
2014
Q3 		$882K Sell
60,760
-14,092
-19% -$210K ﹤0.01% 3408
2014
Q2 		$1.08M Sell
74,852
-9,224
-11% -$139K ﹤0.01% 2821
2014
Q1 		$1.44M Sell
84,076
-16,369
-16% -$291K ﹤0.01% 2704
2013
Q4 		$1.86M Sell
100,445
-8,859
-8% -$144K ﹤0.01% 2800
2013
Q3 		$1.67M Buy
109,304
+58,854
+117% +$877K ﹤0.01% 2926
2013
Q2 		$714K Buy
+50,450
New +$751K ﹤0.01% 3439

Other funds holding CDI

FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SDIC
South Dakota Investment Council Sioux Falls, South Dakota $5.24B AUM 22.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

JP Morgan Chase's CDI Position: Q1 2017 in Review

JP Morgan Chase sold out of CDI Corp. (CDI) in Q1 2017, closing a stake of 37 shares.

JP Morgan Chase first reported a position in CDI in Q2 2013 and held it in 9 quarters. The position peaked at $1.86M in Q4 2013. 75 funds tracked by Wall St. Rank hold CDI as of Q1 2017.

  • JP Morgan Chase reported no remaining CDI Corp. position as of Q1 2017 after selling out during the quarter.
  • JP Morgan Chase sold 37 CDI Corp. shares in Q1 2017.
  • JP Morgan Chase first reported a position in CDI Corp. in Q2 2013 and held it in 9 quarters.
  • JP Morgan Chase's CDI Corp. position peaked at $1.86M in Q4 2013.
  • 75 funds tracked by Wall St. Rank held CDI Corp. as of Q1 2017.

Based on JP Morgan Chase's 13F filing for Q1 2017, filed 10 May 2017.