JP Morgan Private Wealth Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-12,591	Closed	-$263K	–	1487
2018 Q1	$263K	Buy	12,591 +5	+0%	+$104	﹤0.01%	1089
2017 Q4	$261K	Buy	12,586 +2,621	+26%	+$53.6K	﹤0.01%	1095
2017 Q3	$200K	Buy	+9,965	New	+$199K	﹤0.01%	1157

Other funds holding FTGC

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

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

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

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

Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2018, closing a stake of 12,591 shares — an estimated $263K sold.

JP Morgan Private Wealth Advisors first reported a position in FTGC in Q3 2017 and held it in 3 quarters. The position peaked at $263K in Q1 2018. 57 funds tracked by Wall St. Rank hold FTGC as of Q2 2018.

JP Morgan Private Wealth Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 12,591 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2018, an estimated $263K.
JP Morgan Private Wealth Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q3 2017 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $263K in Q1 2018.
57 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2018.

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