MWP
JPM.PRF.CL

MYCIO Wealth Partners’s JPMorgan Chase & Co. Called JPM.PRF.CL Stock Holding History

MYCIO Wealth Partners’s Portfolio JPM.PRF.CL Stock Details JPM.PRF.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-81
Closed -$2K – 1094
2016
Q2 		$2K Buy
81
+37
+84% +$978 ﹤0.01% 937
2016
Q1 		$1K Buy
+44
New +$1.14K ﹤0.01% 801
2015
Q4 		– Sell
-524
Closed -$13K – 883
2015
Q3 		$13K Buy
+524
New +$13.2K ﹤0.01% 527

Other funds holding JPM.PRF.CL

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAM
AR Asset Management West Hollywood, California $517M AUM 18.31% 1-Year Est. Return
RAM
Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

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

MYCIO Wealth Partners sold out of JPMorgan Chase & Co. Called (JPM.PRF.CL) in Q3 2016, closing a stake of 81 shares — an estimated $2K sold.

MYCIO Wealth Partners first reported a position in JPM.PRF.CL in Q3 2015 and held it in 3 quarters. The position peaked at $13K in Q3 2015. 12 funds tracked by Wall St. Rank hold JPM.PRF.CL as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining JPMorgan Chase & Co. Called position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 81 JPMorgan Chase & Co. Called shares in Q3 2016, an estimated $2K.
  • MYCIO Wealth Partners first reported a position in JPMorgan Chase & Co. Called in Q3 2015 and held it in 3 quarters.
  • MYCIO Wealth Partners's JPMorgan Chase & Co. Called position peaked at $13K in Q3 2015.
  • 12 funds tracked by Wall St. Rank held JPMorgan Chase & Co. Called as of Q3 2016.

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