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Intercontinental Wealth Advisors’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Intercontinental Wealth Advisors’s Portfolio BBJP Stock Details BBJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-28,663
Closed -$1.21M – 428
2018
Q4 		$1.21M Buy
+28,663
New +$1.3M 0.68% 30

Other funds holding BBJP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Intercontinental Wealth Advisors's BBJP Position: Q1 2019 in Review

Intercontinental Wealth Advisors sold out of JPMorgan BetaBuilders Japan ETF (BBJP) in Q1 2019, closing a stake of 28,663 shares — an estimated $1.21M sold.

Intercontinental Wealth Advisors first reported a position in BBJP in Q4 2018 and held it in 1 quarter. The position peaked at $1.21M in Q4 2018. 55 funds tracked by Wall St. Rank hold BBJP as of Q1 2019.

  • Intercontinental Wealth Advisors reported no remaining JPMorgan BetaBuilders Japan ETF position as of Q1 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 28,663 JPMorgan BetaBuilders Japan ETF shares in Q1 2019, an estimated $1.21M.
  • Intercontinental Wealth Advisors first reported a position in JPMorgan BetaBuilders Japan ETF in Q4 2018 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's JPMorgan BetaBuilders Japan ETF position peaked at $1.21M in Q4 2018.
  • 55 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q1 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2019, filed 8 May 2019.