JP Morgan Private Wealth Advisors’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-35,344	Closed	-$1.13M	–	1508
2019 Q4	$1.13M	Hold	35,344	–	–	0.01%	763
2019 Q3	$1.04M	Sell	35,344 -1,300	-4%	-$38.1K	0.01%	737
2019 Q2	$1.09M	Hold	36,644	–	–	0.01%	726
2019 Q1	$1.09M	Sell	36,644 -2,288	-6%	-$67.5K	0.01%	765
2018 Q4	$1.07M	Buy	+38,932	New	+$1.15M	0.01%	731

Other funds holding PDN

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

DSA

Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BOTW

Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PDN Position: Q1 2020 in Review

JP Morgan Private Wealth Advisors sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q1 2020, closing a stake of 35,344 shares — an estimated $1.13M sold.

JP Morgan Private Wealth Advisors first reported a position in PDN in Q4 2018 and held it in 5 quarters. The position peaked at $1.13M in Q4 2019. 59 funds tracked by Wall St. Rank hold PDN as of Q1 2020.

JP Morgan Private Wealth Advisors reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q1 2020 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 35,344 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q1 2020, an estimated $1.13M.
JP Morgan Private Wealth Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2018 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $1.13M in Q4 2019.
59 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q1 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.