JP Morgan Private Wealth Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-14,374	Closed	-$1.56M	–	1488
2018 Q3	$1.56M	Buy	+14,374	New	+$1.62M	0.01%	683
2018 Q1	–	Sell	-14,374	Closed	-$1.74M	–	1318
2017 Q4	$1.74M	Hold	14,374	–	–	0.01%	517
2017 Q3	$1.68M	Hold	14,374	–	–	0.01%	505
2017 Q2	$1.69M	Hold	14,374	–	–	0.01%	496
2017 Q1	$1.6M	Buy	+14,374	New	+$1.59M	0.01%	514
2016 Q4	–	Sell	-23,015	Closed	-$3.14M	–	1251
2016 Q3	$3.14M	Hold	23,015	–	–	0.03%	349
2016 Q2	$3.18M	Buy	23,015 +16,680	+263%	+$2.15M	0.03%	346
2016 Q1	$803K	Buy	+6,335	New	+$786K	0.01%	612

Other funds holding EDV

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2018, closing a stake of 14,374 shares — an estimated $1.56M sold.

JP Morgan Private Wealth Advisors first reported a position in EDV in Q1 2016 and held it in 8 quarters. The position peaked at $3.18M in Q2 2016. 51 funds tracked by Wall St. Rank hold EDV as of Q4 2018.

JP Morgan Private Wealth Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 14,374 Vanguard World Funds Extended Duration ETF shares in Q4 2018, an estimated $1.56M.
JP Morgan Private Wealth Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2016 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's Vanguard World Funds Extended Duration ETF position peaked at $3.18M in Q2 2016.
51 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2018.

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