JP Morgan Private Wealth Advisors’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-85,035	Closed	-$3.92M	–	1514
2018 Q3	$3.92M	Sell	85,035 -14,900	-15%	-$680K	0.02%	482
2018 Q2	$4.39M	Sell	99,935 -70,856	-41%	-$3.1M	0.02%	424
2018 Q1	$7.37M	Buy	170,791 +42,267	+33%	+$1.86M	0.05%	268
2017 Q4	$5.59M	Buy	+128,524	New	+$5.44M	0.04%	317

Other funds holding GSEW

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

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

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

ACP

Ashfield Capital Partners San Francisco, California $1.19B AUM 14.56% 1-Year Est. Return

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

FCAG

First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q4 2018, closing a stake of 85,035 shares — an estimated $3.92M sold.

JP Morgan Private Wealth Advisors first reported a position in GSEW in Q4 2017 and held it in 4 quarters. The position peaked at $7.37M in Q1 2018. 25 funds tracked by Wall St. Rank hold GSEW as of Q4 2018.

JP Morgan Private Wealth Advisors reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q4 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 85,035 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q4 2018, an estimated $3.92M.
JP Morgan Private Wealth Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2017 and held it in 4 quarters.
JP Morgan Private Wealth Advisors's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $7.37M in Q1 2018.
25 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q4 2018.

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