MCM
JPM.WS

McGlinn Capital Management’s JPMorgan Chase JPM.WS Stock Holding History

McGlinn Capital Management’s Portfolio JPM.WS Stock Details JPM.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-8,500
Closed -$164K – 80
2014
Q2 		$164K Hold
8,500
– – 0.35% 56
2014
Q1 		$172K Sell
8,500
-2,000
-19% -$37.6K 0.36% 50
2013
Q4 		$204K Sell
10,500
-12,800
-55% -$223K 0.46% 45
2013
Q3 		$391K Sell
23,300
-45,100
-66% -$758K 0.95% 33
2013
Q2 		$1.07M Buy
+68,400
New +$1M 2.92% 8

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MVP
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Capital World Investors
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BRC
Blue Ridge Capital New York $215M AUM
ACI
AB CarVal Investors Minneapolis, Minnesota $35.8M AUM 23.8% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

McGlinn Capital Management's JPM.WS Position: Q3 2014 in Review

McGlinn Capital Management sold out of JPMorgan Chase (JPM.WS) in Q3 2014, closing a stake of 8,500 shares — an estimated $164K sold.

McGlinn Capital Management first reported a position in JPM.WS in Q2 2013 and held it in 5 quarters. The position peaked at $1.07M in Q2 2013. 58 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2014.

  • McGlinn Capital Management reported no remaining JPMorgan Chase position as of Q3 2014 after selling out during the quarter.
  • McGlinn Capital Management sold 8,500 JPMorgan Chase shares in Q3 2014, an estimated $164K.
  • McGlinn Capital Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 5 quarters.
  • McGlinn Capital Management's JPMorgan Chase position peaked at $1.07M in Q2 2013.
  • 58 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2014.

Based on McGlinn Capital Management's 13F filing for Q3 2014, filed 12 Nov 2014.