JMPWA
FLC

JP Morgan Private Wealth Advisors’s Flaherty & Crumrine Total Return Fund FLC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FLC Stock Details FLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-12,088
Closed -$240K – 1485
2018
Q1 		$240K Buy
+12,088
New +$245K ﹤0.01% 1132

Other funds holding FLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FLC Position: Q2 2018 in Review

JP Morgan Private Wealth Advisors sold out of Flaherty & Crumrine Total Return Fund (FLC) in Q2 2018, closing a stake of 12,088 shares — an estimated $240K sold.

JP Morgan Private Wealth Advisors first reported a position in FLC in Q1 2018 and held it in 1 quarter. The position peaked at $240K in Q1 2018. 35 funds tracked by Wall St. Rank hold FLC as of Q2 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Flaherty & Crumrine Total Return Fund position as of Q2 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 12,088 Flaherty & Crumrine Total Return Fund shares in Q2 2018, an estimated $240K.
  • JP Morgan Private Wealth Advisors first reported a position in Flaherty & Crumrine Total Return Fund in Q1 2018 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Flaherty & Crumrine Total Return Fund position peaked at $240K in Q1 2018.
  • 35 funds tracked by Wall St. Rank held Flaherty & Crumrine Total Return Fund as of Q2 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.