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JP Morgan Private Wealth Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio AIVL Stock Details AIVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,448
Closed -$583K – 1448
2018
Q3 		$583K Sell
6,448
-5,700
-47% -$512K ﹤0.01% 1018
2018
Q2 		$1.05M Buy
12,148
+5,363
+79% +$462K 0.01% 755
2018
Q1 		$574K Sell
6,785
-111,010
-94% -$9.8M ﹤0.01% 825
2017
Q4 		$10.4M Buy
117,795
+7,402
+7% +$640K 0.07% 236
2017
Q3 		$9.31M Buy
110,393
+7,661
+7% +$634K 0.07% 236
2017
Q2 		$8.46M Buy
102,732
+5,076
+5% +$417K 0.06% 234
2017
Q1 		$8.06M Buy
97,656
+82,150
+530% +$6.74M 0.06% 243
2016
Q4 		$1.25M Hold
15,506
– – 0.01% 541
2016
Q3 		$1.22M Hold
15,506
– – 0.01% 544
2016
Q2 		$1.2M Buy
15,506
+536
+4% +$40.3K 0.01% 551
2016
Q1 		$1.13M Hold
14,970
– – 0.01% 522
2015
Q4 		$1.05M Hold
14,970
– – 0.01% 508
2015
Q3 		$1.01M Buy
+14,970
New +$1.07M 0.01% 467
2015
Q2 		– Sell
-14,970
Closed -$1.14M – 1048
2015
Q1 		$1.14M Hold
14,970
– – 0.01% 493
2014
Q4 		$1.15M Hold
14,970
– – 0.01% 498
2014
Q3 		$1.1M Sell
14,970
-32
-0.2% -$2.35K 0.01% 490
2014
Q2 		$1.11M Buy
15,002
+32
+0.2% +$2.3K 0.02% 390
2014
Q1 		$1.05M Hold
14,970
– – 0.02% 395
2013
Q4 		$1.03M Buy
14,970
+500
+3% +$33.3K 0.02% 340
2013
Q3 		$921K Hold
14,470
– – 0.02% 343
2013
Q2 		$901K Buy
+14,470
New +$911K 0.02% 335

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AIVL Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2018, closing a stake of 6,448 shares — an estimated $583K sold.

JP Morgan Private Wealth Advisors first reported a position in AIVL in Q2 2013 and held it in 21 quarters. The position peaked at $10.4M in Q4 2017. 139 funds tracked by Wall St. Rank hold AIVL as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,448 WisdomTree US AI Enhanced Value Fund shares in Q4 2018, an estimated $583K.
  • JP Morgan Private Wealth Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2013 and held it in 21 quarters.
  • JP Morgan Private Wealth Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $10.4M in Q4 2017.
  • 139 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.