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Frontier Wealth Management’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Frontier Wealth Management’s Portfolio BBRE Stock Details BBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-24,481
Closed -$2.05M – 313
2019
Q1 		$2.05M Buy
+24,481
New +$1.95M 0.28% 81

Other funds holding BBRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LC
Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Frontier Wealth Management's BBRE Position: Q2 2019 in Review

Frontier Wealth Management sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2019, closing a stake of 24,481 shares — an estimated $2.05M sold.

Frontier Wealth Management first reported a position in BBRE in Q1 2019 and held it in 1 quarter. The position peaked at $2.05M in Q1 2019. 15 funds tracked by Wall St. Rank hold BBRE as of Q2 2019.

  • Frontier Wealth Management reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q2 2019 after selling out during the quarter.
  • Frontier Wealth Management sold 24,481 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2019, an estimated $2.05M.
  • Frontier Wealth Management first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2019 and held it in 1 quarter.
  • Frontier Wealth Management's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $2.05M in Q1 2019.
  • 15 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2019.

Based on Frontier Wealth Management's 13F filing for Q2 2019, filed 16 Aug 2019.