Aviance Capital Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Aviance Capital Management’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 Q2	–	Sell	-2,269	Closed	-$135K	–	251
2018 Q1	$135K	Sell	2,269 -45	-2%	-$2.71K	0.01%	197
2017 Q4	$139K	Sell	2,314 -247	-10%	-$14.7K	0.01%	201
2017 Q3	$148K	Sell	2,561 -91	-3%	-$5.2K	0.01%	192
2017 Q2	$149K	Buy	+2,652	New	+$146K	0.01%	188
2017 Q1	–	Sell	-5,811	Closed	-$284K	–	198
2016 Q4	$284K	Sell	5,811 -284,855	-98%	-$14.2M	0.02%	174
2016 Q3	$15.2M	Buy	290,666 +10,250	+4%	+$525K	0.42%	65
2016 Q2	$13.9M	Buy	+280,416	New	+$13.9M	0.42%	67

Other funds holding JPIN

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

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

CPO

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

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

BCI

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Aviance Capital Management's JPIN Position: Q2 2018 in Review

Aviance Capital Management sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q2 2018, closing a stake of 2,269 shares — an estimated $135K sold.

Aviance Capital Management first reported a position in JPIN in Q2 2016 and held it in 7 quarters. The position peaked at $15.2M in Q3 2016. 111 funds tracked by Wall St. Rank hold JPIN as of Q2 2018.

Aviance Capital Management reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q2 2018 after selling out during the quarter.
Aviance Capital Management sold 2,269 JPMorgan Diversified Return International Equity ETF shares in Q2 2018, an estimated $135K.
Aviance Capital Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2016 and held it in 7 quarters.
Aviance Capital Management's JPMorgan Diversified Return International Equity ETF position peaked at $15.2M in Q3 2016.
111 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q2 2018.

Based on Aviance Capital Management's 13F filing for Q2 2018, filed 9 Aug 2018.