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Allegis Investment Advisors’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

Allegis Investment Advisors’s Portfolio BBHY Stock Details BBHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-8,100
Closed -$415K – 215
2017
Q4 		$415K Buy
+8,100
New +$417K 0.12% 166

Other funds holding BBHY

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Allegis Investment Advisors's BBHY Position: Q1 2018 in Review

Allegis Investment Advisors sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q1 2018, closing a stake of 8,100 shares — an estimated $415K sold.

Allegis Investment Advisors first reported a position in BBHY in Q4 2017 and held it in 1 quarter. The position peaked at $415K in Q4 2017. 15 funds tracked by Wall St. Rank hold BBHY as of Q1 2018.

  • Allegis Investment Advisors reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Allegis Investment Advisors sold 8,100 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q1 2018, an estimated $415K.
  • Allegis Investment Advisors first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Allegis Investment Advisors's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $415K in Q4 2017.
  • 15 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.