Avantax Planning Partners’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Avantax Planning Partners’s Portfolio JPIN Stock Details JPIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-250	Closed	-$15K	–	765
2018 Q3	$15K	Buy	+250	New	+$14.5K	﹤0.01%	774

Other funds holding JPIN

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Avantax Planning Partners's JPIN Position: Q4 2018 in Review

Avantax Planning Partners sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2018, closing a stake of 250 shares — an estimated $15K sold.

Avantax Planning Partners first reported a position in JPIN in Q3 2018 and held it in 1 quarter. The position peaked at $15K in Q3 2018. 134 funds tracked by Wall St. Rank hold JPIN as of Q4 2018.

Avantax Planning Partners reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 250 JPMorgan Diversified Return International Equity ETF shares in Q4 2018, an estimated $15K.
Avantax Planning Partners first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2018 and held it in 1 quarter.
Avantax Planning Partners's JPMorgan Diversified Return International Equity ETF position peaked at $15K in Q3 2018.
134 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.