SIC
JMI

Salem Investment Counselors’s JAVELIN MTG INVESTMENT CORP COM JMI Stock Holding History

Salem Investment Counselors’s Portfolio JMI Stock Details JMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-60,756
Closed -$719K – 289
2013
Q3 		$719K Sell
60,756
-14,244
-19% -$181K 0.1% 162
2013
Q2 		$1.06M Buy
+75,000
New +$1.32M 0.15% 123

Other funds holding JMI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Salem Investment Counselors's JMI Position: Q4 2013 in Review

Salem Investment Counselors sold out of JAVELIN MTG INVESTMENT CORP COM (JMI) in Q4 2013, closing a stake of 60,756 shares — an estimated $719K sold.

Salem Investment Counselors first reported a position in JMI in Q2 2013 and held it in 2 quarters. The position peaked at $1.06M in Q2 2013. 48 funds tracked by Wall St. Rank hold JMI as of Q4 2013.

  • Salem Investment Counselors reported no remaining JAVELIN MTG INVESTMENT CORP COM position as of Q4 2013 after selling out during the quarter.
  • Salem Investment Counselors sold 60,756 JAVELIN MTG INVESTMENT CORP COM shares in Q4 2013, an estimated $719K.
  • Salem Investment Counselors first reported a position in JAVELIN MTG INVESTMENT CORP COM in Q2 2013 and held it in 2 quarters.
  • Salem Investment Counselors's JAVELIN MTG INVESTMENT CORP COM position peaked at $1.06M in Q2 2013.
  • 48 funds tracked by Wall St. Rank held JAVELIN MTG INVESTMENT CORP COM as of Q4 2013.

Based on Salem Investment Counselors's 13F filing for Q4 2013, filed 18 Feb 2014.