Spirit of America Management Corp’s JPMorgan Chase & Co. Called JPM.PRF.CL Stock Holding History

Spirit of America Management Corp’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 Q4	–	Sell	-4,000	Closed	-$108K	–	366
2016 Q3	$108K	Hold	4,000	–	–	0.01%	320
2016 Q2	$107K	Hold	4,000	–	–	0.02%	305
2016 Q1	$105K	Hold	4,000	–	–	0.02%	303
2015 Q4	$104K	Hold	4,000	–	–	0.02%	301
2015 Q3	$100K	Hold	4,000	–	–	0.02%	306
2015 Q2	$100K	Hold	4,000	–	–	0.02%	309
2015 Q1	$102K	Buy	+4,000	New	+$101K	0.02%	306

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 $8.14B AUM 14.79% 1-Year Est. Return

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 $546M AUM 24.08% 1-Year Est. Return

ECM

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

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Spirit of America Management Corp's JPM.PRF.CL Position: Q4 2016 in Review

Spirit of America Management Corp sold out of JPMorgan Chase & Co. Called (JPM.PRF.CL) in Q4 2016, closing a stake of 4,000 shares — an estimated $108K sold.

Spirit of America Management Corp first reported a position in JPM.PRF.CL in Q1 2015 and held it in 7 quarters. The position peaked at $108K in Q3 2016. 9 funds tracked by Wall St. Rank hold JPM.PRF.CL as of Q4 2016.

Spirit of America Management Corp reported no remaining JPMorgan Chase & Co. Called position as of Q4 2016 after selling out during the quarter.
Spirit of America Management Corp sold 4,000 JPMorgan Chase & Co. Called shares in Q4 2016, an estimated $108K.
Spirit of America Management Corp first reported a position in JPMorgan Chase & Co. Called in Q1 2015 and held it in 7 quarters.
Spirit of America Management Corp's JPMorgan Chase & Co. Called position peaked at $108K in Q3 2016.
9 funds tracked by Wall St. Rank held JPMorgan Chase & Co. Called as of Q4 2016.

Based on Spirit of America Management Corp's 13F filing for Q4 2016, filed 12 Jan 2017.