Genovese Burford & Brothers Wealth & Retirement Plan Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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 Q3	–	Sell	-1,085	Closed	-$62K	–	229
2018 Q2	$62K	Hold	1,085	–	–	0.02%	159
2018 Q1	$64K	Hold	1,085	–	–	0.02%	151
2017 Q4	$68K	Buy	+1,085	New	+$64.5K	0.18%	83

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

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

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

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q3 2018, closing a stake of 1,085 shares — an estimated $62K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in JPIN in Q4 2017 and held it in 3 quarters. The position peaked at $68K in Q4 2017. 113 funds tracked by Wall St. Rank hold JPIN as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1,085 JPMorgan Diversified Return International Equity ETF shares in Q3 2018, an estimated $62K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2017 and held it in 3 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's JPMorgan Diversified Return International Equity ETF position peaked at $68K in Q4 2017.
113 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q3 2018.

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