WIL
JFC

Winifred I. Li’s JPMorgan China Region Fund, Inc. JFC Stock Holding History

Winifred I. Li’s Portfolio JFC Stock Details JFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$215K Hold
12,709
– – 0.2% 108
2014
Q3 		$193K Hold
12,709
– – 0.18% 117
2014
Q2 		$193K Hold
12,709
– – 0.16% 133
2014
Q1 		$181K Hold
12,709
– – 0.16% 133
2013
Q4 		$193K Hold
12,709
– – 0.17% 130
2013
Q3 		$186K Hold
12,709
– – 0.17% 130
2013
Q2 		$168K Buy
+12,709
New +$179K 0.16% 137

Other funds holding JFC

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
IAM
Integre Asset Management New York $177M AUM 32.31% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Winifred I. Li's JFC Position: Q4 2014 in Review

Winifred I. Li held its JPMorgan China Region Fund, Inc. (JFC) position steady in Q4 2014 at 12,709 shares worth $215K. The position accounts for 0.2% of the portfolio, ranked #108.

Winifred I. Li first reported a position in JFC in Q2 2013 and has held it in 7 quarters since. 20 funds tracked by Wall St. Rank hold JFC as of Q4 2014.

  • Winifred I. Li held 12,709 shares of JPMorgan China Region Fund, Inc. worth $215K as of Q4 2014.
  • Winifred I. Li left its JPMorgan China Region Fund, Inc. share count unchanged in Q4 2014.
  • JPMorgan China Region Fund, Inc. made up 0.2% of Winifred I. Li's portfolio in Q4 2014, its #108 holding.
  • Winifred I. Li first reported a position in JPMorgan China Region Fund, Inc. in Q2 2013 and has held it in 7 quarters since.
  • 20 funds tracked by Wall St. Rank held JPMorgan China Region Fund, Inc. as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.