KIA
JPM.PRC

KCM Investment Advisors’s JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC JPM.PRC Stock Holding History

KCM Investment Advisors’s Portfolio JPM.PRC Stock Details JPM.PRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-16,750
Closed -$426K – 461
2013
Q3 		$426K Sell
16,750
-1,550
-8% -$39.8K 0.05% 304
2013
Q2 		$464K Buy
+18,300
New +$482K 0.06% 291

Other funds holding JPM.PRC

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
BWAM
Boyd Watterson Asset Management Cleveland, Ohio $326M AUM 28.17% 1-Year Est. Return
CIA
CCM Investment Advisers Columbia, South Carolina $1.04B AUM 40.82% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $455M AUM 26.87% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $7.13B AUM 35.47% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KCM Investment Advisors's JPM.PRC Position: Q4 2013 in Review

KCM Investment Advisors sold out of JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC (JPM.PRC) in Q4 2013, closing a stake of 16,750 shares — an estimated $426K sold.

KCM Investment Advisors first reported a position in JPM.PRC in Q2 2013 and held it in 2 quarters. The position peaked at $464K in Q2 2013. 12 funds tracked by Wall St. Rank hold JPM.PRC as of Q4 2013.

  • KCM Investment Advisors reported no remaining JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC position as of Q4 2013 after selling out during the quarter.
  • KCM Investment Advisors sold 16,750 JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC shares in Q4 2013, an estimated $426K.
  • KCM Investment Advisors first reported a position in JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC in Q2 2013 and held it in 2 quarters.
  • KCM Investment Advisors's JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC position peaked at $464K in Q2 2013.
  • 12 funds tracked by Wall St. Rank held JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC as of Q4 2013.

Based on KCM Investment Advisors's 13F filing for Q4 2013, filed 10 Feb 2014.