JMPWA
FIHD

JP Morgan Private Wealth Advisors’s UBS AG FI Enhanced Global High Yield ETN FIHD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FIHD Stock Details FIHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,413
Closed -$390K – 1536
2018
Q1 		$390K Sell
2,413
-2,450
-50% -$420K ﹤0.01% 952
2017
Q4 		$837K Buy
+4,863
New +$807K 0.01% 715

Other funds holding FIHD

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FIHD Position: Q2 2018 in Review

JP Morgan Private Wealth Advisors sold out of UBS AG FI Enhanced Global High Yield ETN (FIHD) in Q2 2018, closing a stake of 2,413 shares — an estimated $390K sold.

JP Morgan Private Wealth Advisors first reported a position in FIHD in Q4 2017 and held it in 2 quarters. The position peaked at $837K in Q4 2017. 11 funds tracked by Wall St. Rank hold FIHD as of Q2 2018.

  • JP Morgan Private Wealth Advisors reported no remaining UBS AG FI Enhanced Global High Yield ETN position as of Q2 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,413 UBS AG FI Enhanced Global High Yield ETN shares in Q2 2018, an estimated $390K.
  • JP Morgan Private Wealth Advisors first reported a position in UBS AG FI Enhanced Global High Yield ETN in Q4 2017 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's UBS AG FI Enhanced Global High Yield ETN position peaked at $837K in Q4 2017.
  • 11 funds tracked by Wall St. Rank held UBS AG FI Enhanced Global High Yield ETN as of Q2 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.