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JP Morgan Private Wealth Advisors’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EDIV Stock Details EDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-5,274
Closed -$213K – 664
2013
Q3 		$213K Sell
5,274
-6,766
-56% -$267K ﹤0.01% 586
2013
Q2 		$467K Buy
+12,040
New +$524K 0.01% 418

Other funds holding EDIV

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q4 2013, closing a stake of 5,274 shares — an estimated $213K sold.

JP Morgan Private Wealth Advisors first reported a position in EDIV in Q2 2013 and held it in 2 quarters. The position peaked at $467K in Q2 2013. 62 funds tracked by Wall St. Rank hold EDIV as of Q4 2013.

  • JP Morgan Private Wealth Advisors reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q4 2013 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 5,274 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q4 2013, an estimated $213K.
  • JP Morgan Private Wealth Advisors first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q2 2013 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $467K in Q2 2013.
  • 62 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q4 2013.

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