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JP Morgan Private Wealth Advisors’s Global X MSCI China Consumer Discretionary ETF CHIQ Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CHIQ Stock Details CHIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-94,490
Closed -$1.44M – 655
2013
Q3 		$1.44M Sell
94,490
-206,043
-69% -$2.97M 0.03% 277
2013
Q2 		$4.05M Buy
+300,533
New +$4.24M 0.1% 188

Other funds holding CHIQ

PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $554M AUM 29.39% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CHIQ Position: Q4 2013 in Review

JP Morgan Private Wealth Advisors sold out of Global X MSCI China Consumer Discretionary ETF (CHIQ) in Q4 2013, closing a stake of 94,490 shares — an estimated $1.44M sold.

JP Morgan Private Wealth Advisors first reported a position in CHIQ in Q2 2013 and held it in 2 quarters. The position peaked at $4.05M in Q2 2013. 27 funds tracked by Wall St. Rank hold CHIQ as of Q4 2013.

  • JP Morgan Private Wealth Advisors reported no remaining Global X MSCI China Consumer Discretionary ETF position as of Q4 2013 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 94,490 Global X MSCI China Consumer Discretionary ETF shares in Q4 2013, an estimated $1.44M.
  • JP Morgan Private Wealth Advisors first reported a position in Global X MSCI China Consumer Discretionary ETF in Q2 2013 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Global X MSCI China Consumer Discretionary ETF position peaked at $4.05M in Q2 2013.
  • 27 funds tracked by Wall St. Rank held Global X MSCI China Consumer Discretionary ETF as of Q4 2013.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2013, filed 31 Jan 2014.