William Blair & Company
JPM.PRF.CL

William Blair & Company’s JPMorgan Chase & Co. Called JPM.PRF.CL Stock Holding History

William Blair & Company’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
Q3 		– Sell
-7,880
Closed -$212K – 1559
2017
Q2 		$212K Hold
7,880
– – ﹤0.01% 1320
2017
Q1 		$209K Buy
+7,880
New +$205K ﹤0.01% 1208
2016
Q3 		– Sell
-7,880
Closed -$211K – 1331
2016
Q2 		$211K Buy
+7,880
New +$208K ﹤0.01% 1100

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
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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
RAM
Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

William Blair & Company's JPM.PRF.CL Position: Q3 2017 in Review

William Blair & Company sold out of JPMorgan Chase & Co. Called (JPM.PRF.CL) in Q3 2017, closing a stake of 7,880 shares — an estimated $212K sold.

William Blair & Company first reported a position in JPM.PRF.CL in Q2 2016 and held it in 3 quarters. The position peaked at $212K in Q2 2017. 15 funds tracked by Wall St. Rank hold JPM.PRF.CL as of Q3 2017.

  • William Blair & Company reported no remaining JPMorgan Chase & Co. Called position as of Q3 2017 after selling out during the quarter.
  • William Blair & Company sold 7,880 JPMorgan Chase & Co. Called shares in Q3 2017, an estimated $212K.
  • William Blair & Company first reported a position in JPMorgan Chase & Co. Called in Q2 2016 and held it in 3 quarters.
  • William Blair & Company's JPMorgan Chase & Co. Called position peaked at $212K in Q2 2017.
  • 15 funds tracked by Wall St. Rank held JPMorgan Chase & Co. Called as of Q3 2017.

Based on William Blair & Company's 13F filing for Q3 2017, filed 13 Nov 2017.