JMPWA
RSO

JP Morgan Private Wealth Advisors’s Resource Capital Corp. RSO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RSO Stock Details RSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-3,282
Closed -$64K – 1157
2014
Q3 		$64K Buy
3,282
+239
+8% +$5.17K ﹤0.01% 1057
2014
Q2 		$69K Sell
3,043
-1,643
-35% -$36.9K ﹤0.01% 872
2014
Q1 		$104K Sell
4,686
-646
-12% -$15.2K ﹤0.01% 848
2013
Q4 		$126K Buy
5,332
+90
+2% +$2.15K ﹤0.01% 638
2013
Q3 		$125K Sell
5,242
-1,707
-25% -$41.9K ﹤0.01% 616
2013
Q2 		$171K Buy
+6,949
New +$178K ﹤0.01% 591

Other funds holding RSO

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
REMS
Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

JP Morgan Private Wealth Advisors's RSO Position: Q4 2014 in Review

JP Morgan Private Wealth Advisors sold out of Resource Capital Corp. (RSO) in Q4 2014, closing a stake of 3,282 shares — an estimated $64K sold.

JP Morgan Private Wealth Advisors first reported a position in RSO in Q2 2013 and held it in 6 quarters. The position peaked at $171K in Q2 2013. 122 funds tracked by Wall St. Rank hold RSO as of Q4 2014.

  • JP Morgan Private Wealth Advisors reported no remaining Resource Capital Corp. position as of Q4 2014 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,282 Resource Capital Corp. shares in Q4 2014, an estimated $64K.
  • JP Morgan Private Wealth Advisors first reported a position in Resource Capital Corp. in Q2 2013 and held it in 6 quarters.
  • JP Morgan Private Wealth Advisors's Resource Capital Corp. position peaked at $171K in Q2 2013.
  • 122 funds tracked by Wall St. Rank held Resource Capital Corp. as of Q4 2014.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.