JP Morgan Chase
REXI

JP Morgan Chase’s RESOURCE AMERICA INC CL-A REXI Stock Holding History

JP Morgan Chase’s Portfolio REXI Stock Details REXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-54,818
Closed -$512K – 4343
2014
Q2 		$512K Sell
54,818
-100
-0.2% -$870 ﹤0.01% 3104
2014
Q1 		$471K Buy
54,918
+7,478
+16% +$68.1K ﹤0.01% 3150
2013
Q4 		$444K Sell
47,440
-3,961
-8% -$35.2K ﹤0.01% 3540
2013
Q3 		$413K Buy
51,401
+7,935
+18% +$64.7K ﹤0.01% 3725
2013
Q2 		$370K Buy
+43,466
New +$393K ﹤0.01% 3733

Other funds holding REXI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $52.9M AUM 2.04% 1-Year Est. Return
BP
Boston Provident Englewood, New Jersey $117M AUM 0.5% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase's REXI Position: Q3 2014 in Review

JP Morgan Chase sold out of RESOURCE AMERICA INC CL-A (REXI) in Q3 2014, closing a stake of 54,818 shares — an estimated $512K sold.

JP Morgan Chase first reported a position in REXI in Q2 2013 and held it in 5 quarters. The position peaked at $512K in Q2 2014. 52 funds tracked by Wall St. Rank hold REXI as of Q3 2014.

  • JP Morgan Chase reported no remaining RESOURCE AMERICA INC CL-A position as of Q3 2014 after selling out during the quarter.
  • JP Morgan Chase sold 54,818 RESOURCE AMERICA INC CL-A shares in Q3 2014, an estimated $512K.
  • JP Morgan Chase first reported a position in RESOURCE AMERICA INC CL-A in Q2 2013 and held it in 5 quarters.
  • JP Morgan Chase's RESOURCE AMERICA INC CL-A position peaked at $512K in Q2 2014.
  • 52 funds tracked by Wall St. Rank held RESOURCE AMERICA INC CL-A as of Q3 2014.

Based on JP Morgan Chase's 13F filing for Q3 2014, filed 14 Nov 2014.