JP Morgan Private Wealth Advisors’s ProShares Merger ETF MRGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-6,850	Closed	-$244K	–	1354
2016 Q4	$244K	Hold	6,850	–	–	﹤0.01%	1089
2016 Q3	$247K	Hold	6,850	–	–	﹤0.01%	1060
2016 Q2	$249K	Hold	6,850	–	–	﹤0.01%	1060
2016 Q1	$253K	Hold	6,850	–	–	﹤0.01%	1006
2015 Q4	$245K	Buy	+6,850	New	+$249K	﹤0.01%	949

Other funds holding MRGR

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MRGR Position: Q1 2017 in Review

JP Morgan Private Wealth Advisors sold out of ProShares Merger ETF (MRGR) in Q1 2017, closing a stake of 6,850 shares — an estimated $244K sold.

JP Morgan Private Wealth Advisors first reported a position in MRGR in Q4 2015 and held it in 5 quarters. The position peaked at $253K in Q1 2016. 5 funds tracked by Wall St. Rank hold MRGR as of Q1 2017.

JP Morgan Private Wealth Advisors reported no remaining ProShares Merger ETF position as of Q1 2017 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 6,850 ProShares Merger ETF shares in Q1 2017, an estimated $244K.
JP Morgan Private Wealth Advisors first reported a position in ProShares Merger ETF in Q4 2015 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's ProShares Merger ETF position peaked at $253K in Q1 2016.
5 funds tracked by Wall St. Rank held ProShares Merger ETF as of Q1 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2017, filed 15 May 2017.