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Winslow Evans & Crocker’s Japan Smaller Capitalization Fund JOF Stock Holding History

Winslow Evans & Crocker’s Portfolio JOF Stock Details JOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-190
Closed -$2K – 1343
2013
Q4 		$2K Buy
+190
New +$1.74K ﹤0.01% 1288

Other funds holding JOF

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
STI
Susquehanna Trust & Investment Lititz, Pennsylvania $457M AUM 0.8% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $3.37M AUM 56.77% 1-Year Est. Return

Winslow Evans & Crocker's JOF Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of Japan Smaller Capitalization Fund (JOF) in Q1 2014, closing a stake of 190 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in JOF in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 40 funds tracked by Wall St. Rank hold JOF as of Q1 2014.

  • Winslow Evans & Crocker reported no remaining Japan Smaller Capitalization Fund position as of Q1 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 190 Japan Smaller Capitalization Fund shares in Q1 2014, an estimated $2K.
  • Winslow Evans & Crocker first reported a position in Japan Smaller Capitalization Fund in Q4 2013 and held it in 1 quarter.
  • Winslow Evans & Crocker's Japan Smaller Capitalization Fund position peaked at $2K in Q4 2013.
  • 40 funds tracked by Wall St. Rank held Japan Smaller Capitalization Fund as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.