JP Morgan Chase’s RiverFront Dynamic Unconstrained Income RFUN Stock Holding History

JP Morgan Chase’s Portfolio RFUN Stock Details RFUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-76,534	Closed	-$1.99M	–	5208
2016 Q3	$1.99M	Sell	76,534 -12,066	-14%	-$311K	﹤0.01%	2807
2016 Q2	$2.23M	Buy	+88,600	New	+$2.21M	﹤0.01%	2751

Other funds holding RFUN

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BTIS

BB&T Investment Services Charlotte, North Carolina $595M AUM 15.91% 1-Year Est. Return

JP Morgan Chase's RFUN Position: Q4 2016 in Review

JP Morgan Chase sold out of RiverFront Dynamic Unconstrained Income (RFUN) in Q4 2016, closing a stake of 76,534 shares — an estimated $1.99M sold.

JP Morgan Chase first reported a position in RFUN in Q2 2016 and held it in 2 quarters. The position peaked at $2.23M in Q2 2016. 5 funds tracked by Wall St. Rank hold RFUN as of Q4 2016.

JP Morgan Chase reported no remaining RiverFront Dynamic Unconstrained Income position as of Q4 2016 after selling out during the quarter.
JP Morgan Chase sold 76,534 RiverFront Dynamic Unconstrained Income shares in Q4 2016, an estimated $1.99M.
JP Morgan Chase first reported a position in RiverFront Dynamic Unconstrained Income in Q2 2016 and held it in 2 quarters.
JP Morgan Chase's RiverFront Dynamic Unconstrained Income position peaked at $2.23M in Q2 2016.
5 funds tracked by Wall St. Rank held RiverFront Dynamic Unconstrained Income as of Q4 2016.

Based on JP Morgan Chase's 13F filing for Q4 2016, filed 6 Feb 2017.