CI
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CX Institutional’s JPMorgan BetaBuilders USD High Yield Corporate Bond ETF BBHY Stock Holding History

CX Institutional’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
Q4 		– Sell
-2,011
Closed -$100K – 533
2018
Q3 		$100K Buy
+2,011
New +$100K 0.03% 140

Other funds holding BBHY

FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CX Institutional's BBHY Position: Q4 2018 in Review

CX Institutional sold out of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) in Q4 2018, closing a stake of 2,011 shares — an estimated $100K sold.

CX Institutional first reported a position in BBHY in Q3 2018 and held it in 1 quarter. The position peaked at $100K in Q3 2018. 25 funds tracked by Wall St. Rank hold BBHY as of Q4 2018.

  • CX Institutional reported no remaining JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • CX Institutional sold 2,011 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF shares in Q4 2018, an estimated $100K.
  • CX Institutional first reported a position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF in Q3 2018 and held it in 1 quarter.
  • CX Institutional's JPMorgan BetaBuilders USD High Yield Corporate Bond ETF position peaked at $100K in Q3 2018.
  • 25 funds tracked by Wall St. Rank held JPMorgan BetaBuilders USD High Yield Corporate Bond ETF as of Q4 2018.

Based on CX Institutional's 13F filing for Q4 2018, filed 14 Jan 2019.