Genovese Burford & Brothers Wealth & Retirement Plan Management’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Portfolio JPIB Stock Details JPIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,632	Closed	-$81K	–	228
2018 Q2	$81K	Buy	1,632 +112	+7%	+$5.62K	0.03%	129
2018 Q1	$77K	Buy	1,520 +370	+32%	+$18.8K	0.03%	132
2017 Q4	$59K	Buy	+1,150	New	+$59.2K	0.15%	89

Other funds holding JPIB

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $508M AUM 19.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWM

Mascoma Wealth Management Hanover, New Hampshire $539M AUM 14.31% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's JPIB Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of JPMorgan International Bond Opportunities ETF (JPIB) in Q3 2018, closing a stake of 1,632 shares — an estimated $81K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in JPIB in Q4 2017 and held it in 3 quarters. The position peaked at $81K in Q2 2018. 21 funds tracked by Wall St. Rank hold JPIB as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining JPMorgan International Bond Opportunities ETF position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1,632 JPMorgan International Bond Opportunities ETF shares in Q3 2018, an estimated $81K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in JPMorgan International Bond Opportunities ETF in Q4 2017 and held it in 3 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's JPMorgan International Bond Opportunities ETF position peaked at $81K in Q2 2018.
21 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.