Advisor Group’s iShares Edge MSCI Min Vol Japan ETF JPMV Stock Holding History

Advisor Group’s Portfolio JPMV Stock Details JPMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-413	Closed	-$25K	–	4706
2016 Q3	$25K	Hold	413	–	–	﹤0.01%	3025
2016 Q2	$24K	Buy	+413	New	+$24K	﹤0.01%	2963

Other funds holding JPMV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisor Group's JPMV Position: Q4 2016 in Review

Advisor Group sold out of iShares Edge MSCI Min Vol Japan ETF (JPMV) in Q4 2016, closing a stake of 413 shares — an estimated $25K sold.

Advisor Group first reported a position in JPMV in Q2 2016 and held it in 2 quarters. The position peaked at $25K in Q3 2016. 14 funds tracked by Wall St. Rank hold JPMV as of Q4 2016.

Advisor Group reported no remaining iShares Edge MSCI Min Vol Japan ETF position as of Q4 2016 after selling out during the quarter.
Advisor Group sold 413 iShares Edge MSCI Min Vol Japan ETF shares in Q4 2016, an estimated $25K.
Advisor Group first reported a position in iShares Edge MSCI Min Vol Japan ETF in Q2 2016 and held it in 2 quarters.
Advisor Group's iShares Edge MSCI Min Vol Japan ETF position peaked at $25K in Q3 2016.
14 funds tracked by Wall St. Rank held iShares Edge MSCI Min Vol Japan ETF as of Q4 2016.

Based on Advisor Group's 13F filing for Q4 2016, filed 31 Jan 2017.