MPWT
JPM.PRC

MassMutual Private Wealth & Trust’s JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC JPM.PRC Stock Holding History

MassMutual Private Wealth & Trust’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
2015
Q1 		– Sell
-1,100
Closed -$27.9K – 797
2014
Q4 		$27.9K Buy
+1,100
New +$28.3K 0.01% 303

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
BA
BKS Advisors Southfield, Michigan $249M AUM 14.37% 1-Year Est. Return
CIA
CCM Investment Advisers Columbia, South Carolina $1.04B AUM 40.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

MassMutual Private Wealth & Trust's JPM.PRC Position: Q1 2015 in Review

MassMutual Private Wealth & Trust sold out of JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC (JPM.PRC) in Q1 2015, closing a stake of 1,100 shares — an estimated $27.9K sold.

MassMutual Private Wealth & Trust first reported a position in JPM.PRC in Q4 2014 and held it in 1 quarter. The position peaked at $27.9K in Q4 2014. 11 funds tracked by Wall St. Rank hold JPM.PRC as of Q1 2015.

  • MassMutual Private Wealth & Trust reported no remaining JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC position as of Q1 2015 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,100 JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC shares in Q1 2015, an estimated $27.9K.
  • MassMutual Private Wealth & Trust first reported a position in JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC in Q4 2014 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC position peaked at $27.9K in Q4 2014.
  • 11 funds tracked by Wall St. Rank held JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC as of Q1 2015.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2015, filed 11 May 2015.