Atwood & Palmer’s SPDR RUSSELL/NOMURA PRIME JAPAN ETF JPP Stock Holding History

Atwood & Palmer’s Portfolio JPP Stock Details JPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-120	Closed	-$5K	–	418
2014 Q3	$5K	Sell	120 -5,900	-98%	-$272K	﹤0.01%	350
2014 Q2	$280K	Sell	6,020 -185,294	-97%	-$8.11M	0.07%	97
2014 Q1	$8.29M	Sell	191,314 -1,151	-0.6%	-$50.8K	1.94%	25
2013 Q4	$8.94M	Buy	192,465 +6,625	+4%	+$302K	2.21%	21
2013 Q3	$8.47M	Buy	+185,840	New	+$8.2M	2.34%	18

Other funds holding JPP

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LCM

Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Atwood & Palmer's JPP Position: Q4 2014 in Review

Atwood & Palmer sold out of SPDR RUSSELL/NOMURA PRIME JAPAN ETF (JPP) in Q4 2014, closing a stake of 120 shares — an estimated $5K sold.

Atwood & Palmer first reported a position in JPP in Q3 2013 and held it in 5 quarters. The position peaked at $8.94M in Q4 2013. 14 funds tracked by Wall St. Rank hold JPP as of Q4 2014.

Atwood & Palmer reported no remaining SPDR RUSSELL/NOMURA PRIME JAPAN ETF position as of Q4 2014 after selling out during the quarter.
Atwood & Palmer sold 120 SPDR RUSSELL/NOMURA PRIME JAPAN ETF shares in Q4 2014, an estimated $5K.
Atwood & Palmer first reported a position in SPDR RUSSELL/NOMURA PRIME JAPAN ETF in Q3 2013 and held it in 5 quarters.
Atwood & Palmer's SPDR RUSSELL/NOMURA PRIME JAPAN ETF position peaked at $8.94M in Q4 2013.
14 funds tracked by Wall St. Rank held SPDR RUSSELL/NOMURA PRIME JAPAN ETF as of Q4 2014.

Based on Atwood & Palmer's 13F filing for Q4 2014, filed 17 Feb 2015.