JP Morgan Private Wealth Advisors’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AIVI Stock Details AIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-10,000	Closed	-$430K	–	1133
2014 Q4	$430K	Sell	10,000 -5,000	-33%	-$225K	0.01%	765
2014 Q3	$702K	Hold	15,000	–	–	0.01%	607
2014 Q2	$760K	Sell	15,000 -350	-2%	-$17.7K	0.01%	464
2014 Q1	$756K	Buy	+15,350	New	+$732K	0.01%	461

Other funds holding AIVI

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PGFC

Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AIVI Position: Q1 2015 in Review

JP Morgan Private Wealth Advisors sold out of WisdomTree International AI Enhanced Value Fund (AIVI) in Q1 2015, closing a stake of 10,000 shares — an estimated $430K sold.

JP Morgan Private Wealth Advisors first reported a position in AIVI in Q1 2014 and held it in 4 quarters. The position peaked at $760K in Q2 2014. 58 funds tracked by Wall St. Rank hold AIVI as of Q1 2015.

JP Morgan Private Wealth Advisors reported no remaining WisdomTree International AI Enhanced Value Fund position as of Q1 2015 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,000 WisdomTree International AI Enhanced Value Fund shares in Q1 2015, an estimated $430K.
JP Morgan Private Wealth Advisors first reported a position in WisdomTree International AI Enhanced Value Fund in Q1 2014 and held it in 4 quarters.
JP Morgan Private Wealth Advisors's WisdomTree International AI Enhanced Value Fund position peaked at $760K in Q2 2014.
58 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q1 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.