Carroll Financial Associates’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

Carroll Financial Associates’s Portfolio JPGE Stock Details JPGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-546	Closed	-$27K	–	1261
2016 Q4	$27K	Buy	+546	New	+$28.2K	﹤0.01%	582

Other funds holding JPGE

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

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

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

VKH

Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

BCI

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FCAG

First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return

Carroll Financial Associates's JPGE Position: Q1 2017 in Review

Carroll Financial Associates sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q1 2017, closing a stake of 546 shares — an estimated $27K sold.

Carroll Financial Associates first reported a position in JPGE in Q4 2016 and held it in 1 quarter. The position peaked at $27K in Q4 2016. 17 funds tracked by Wall St. Rank hold JPGE as of Q1 2017.

Carroll Financial Associates reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q1 2017 after selling out during the quarter.
Carroll Financial Associates sold 546 JPMorgan Diversified Return Global Equity ETF shares in Q1 2017, an estimated $27K.
Carroll Financial Associates first reported a position in JPMorgan Diversified Return Global Equity ETF in Q4 2016 and held it in 1 quarter.
Carroll Financial Associates's JPMorgan Diversified Return Global Equity ETF position peaked at $27K in Q4 2016.
17 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q1 2017.

Based on Carroll Financial Associates's 13F filing for Q1 2017, filed 11 Apr 2017.