MYCIO Wealth Partners’s JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non JPM.PRE.CL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-55	Closed	-$1K	–	1118
2016 Q2	$1K	Buy	55 +25	+83%	+$667	﹤0.01%	1057
2016 Q1	$1K	Buy	+30	New	+$786	﹤0.01%	809
2015 Q4	–	Sell	-291	Closed	-$8K	–	903
2015 Q3	$8K	Buy	+291	New	+$7.45K	﹤0.01%	596

Other funds holding JPM.PRE.CL

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

SOAMC

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

PPA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CPP

Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return

ECM

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

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

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

MYCIO Wealth Partners sold out of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non (JPM.PRE.CL) in Q3 2016, closing a stake of 55 shares — an estimated $1K sold.

MYCIO Wealth Partners first reported a position in JPM.PRE.CL in Q3 2015 and held it in 3 quarters. The position peaked at $8K in Q3 2015. 7 funds tracked by Wall St. Rank hold JPM.PRE.CL as of Q3 2016.

MYCIO Wealth Partners reported no remaining JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non position as of Q3 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 55 JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non shares in Q3 2016, an estimated $1K.
MYCIO Wealth Partners first reported a position in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non in Q3 2015 and held it in 3 quarters.
MYCIO Wealth Partners's JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non position peaked at $8K in Q3 2015.
7 funds tracked by Wall St. Rank held JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non as of Q3 2016.

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