MYCIO Wealth Partners’s JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C JPM.PRA.CL Stock Holding History

MYCIO Wealth Partners’s Portfolio JPM.PRA.CL Stock Details JPM.PRA.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-129	Closed	-$3K	–	1109
2016 Q2	$3K	Buy	129 +58	+82%	+$1.49K	﹤0.01%	835
2016 Q1	$2K	Buy	+71	New	+$1.78K	﹤0.01%	738
2015 Q4	–	Sell	-525	Closed	-$13K	–	893
2015 Q3	$13K	Buy	+525	New	+$12.7K	﹤0.01%	529

Other funds holding JPM.PRA.CL

SAC

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

PAM

Private Asset Management San Diego, California $426M AUM 20.27% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

ECM

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

MYCIO Wealth Partners's JPM.PRA.CL Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C (JPM.PRA.CL) in Q3 2016, closing a stake of 129 shares — an estimated $3K sold.

MYCIO Wealth Partners first reported a position in JPM.PRA.CL in Q3 2015 and held it in 3 quarters. The position peaked at $13K in Q3 2015. 9 funds tracked by Wall St. Rank hold JPM.PRA.CL as of Q3 2016.

MYCIO Wealth Partners reported no remaining JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C position as of Q3 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 129 JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C shares in Q3 2016, an estimated $3K.
MYCIO Wealth Partners first reported a position in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C in Q3 2015 and held it in 3 quarters.
MYCIO Wealth Partners's JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C position peaked at $13K in Q3 2015.
9 funds tracked by Wall St. Rank held JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400 interest in a share of 5.45% Non-C as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.