SFG
JPM.PRF.CL

SevenBridge Financial Group’s JPMorgan Chase & Co. Called JPM.PRF.CL Stock Holding History

SevenBridge Financial Group’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
2017
Q4 		– Sell
-1,000
Closed -$27K – 660
2017
Q3 		$27K Buy
+1,000
New +$26.9K 0.02% 338
2016
Q3 		– Sell
-1,000
Closed -$27K – 698
2016
Q2 		$27K Sell
1,000
-25,190
-96% -$666K 0.02% 371
2016
Q1 		$1M Buy
+26,190
New +$676K 0.09% 40

Other funds holding JPM.PRF.CL

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.05B AUM 14.54% 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
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
IAM
Integre Asset Management New York $177M AUM 32.31% 1-Year Est. Return

SevenBridge Financial Group's JPM.PRF.CL Position: Q4 2017 in Review

SevenBridge Financial Group sold out of JPMorgan Chase & Co. Called (JPM.PRF.CL) in Q4 2017, closing a stake of 1,000 shares — an estimated $27K sold.

SevenBridge Financial Group first reported a position in JPM.PRF.CL in Q1 2016 and held it in 3 quarters. The position peaked at $1M in Q1 2016. 12 funds tracked by Wall St. Rank hold JPM.PRF.CL as of Q4 2017.

  • SevenBridge Financial Group reported no remaining JPMorgan Chase & Co. Called position as of Q4 2017 after selling out during the quarter.
  • SevenBridge Financial Group sold 1,000 JPMorgan Chase & Co. Called shares in Q4 2017, an estimated $27K.
  • SevenBridge Financial Group first reported a position in JPMorgan Chase & Co. Called in Q1 2016 and held it in 3 quarters.
  • SevenBridge Financial Group's JPMorgan Chase & Co. Called position peaked at $1M in Q1 2016.
  • 12 funds tracked by Wall St. Rank held JPMorgan Chase & Co. Called as of Q4 2017.

Based on SevenBridge Financial Group's 13F filing for Q4 2017, filed 20 Feb 2018.