MUS
JPM.WS

Mitsubishi UFJ Securities’s JPMorgan Chase JPM.WS Stock Holding History

Mitsubishi UFJ Securities’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
2013
Q4 		– Sell
-96,224
Closed -$1.61M – 29
2013
Q3 		$1.61M Buy
+96,224
New +$1.62M 0.68% 31

Other funds holding JPM.WS

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
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

Mitsubishi UFJ Securities's JPM.WS Position: Q4 2013 in Review

Mitsubishi UFJ Securities sold out of JPMorgan Chase (JPM.WS) in Q4 2013, closing a stake of 96,224 shares — an estimated $1.61M sold.

Mitsubishi UFJ Securities first reported a position in JPM.WS in Q3 2013 and held it in 1 quarter. The position peaked at $1.61M in Q3 2013. 61 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2013.

  • Mitsubishi UFJ Securities reported no remaining JPMorgan Chase position as of Q4 2013 after selling out during the quarter.
  • Mitsubishi UFJ Securities sold 96,224 JPMorgan Chase shares in Q4 2013, an estimated $1.61M.
  • Mitsubishi UFJ Securities first reported a position in JPMorgan Chase in Q3 2013 and held it in 1 quarter.
  • Mitsubishi UFJ Securities's JPMorgan Chase position peaked at $1.61M in Q3 2013.
  • 61 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2013.

Based on Mitsubishi UFJ Securities's 13F filing for Q4 2013, filed 13 Feb 2014.