JMPWA
QDYN

JP Morgan Private Wealth Advisors’s FlexShares Quality Dividend Dynamic Index Fund QDYN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio QDYN Stock Details QDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-7,089
Closed -$285K – 1288
2017
Q2 		$285K Buy
7,089
+890
+14% +$35.5K ﹤0.01% 1030
2017
Q1 		$247K Buy
+6,199
New +$245K ﹤0.01% 1157

Other funds holding QDYN

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JP Morgan Private Wealth Advisors's QDYN Position: Q3 2017 in Review

JP Morgan Private Wealth Advisors sold out of FlexShares Quality Dividend Dynamic Index Fund (QDYN) in Q3 2017, closing a stake of 7,089 shares — an estimated $285K sold.

JP Morgan Private Wealth Advisors first reported a position in QDYN in Q1 2017 and held it in 2 quarters. The position peaked at $285K in Q2 2017. 11 funds tracked by Wall St. Rank hold QDYN as of Q3 2017.

  • JP Morgan Private Wealth Advisors reported no remaining FlexShares Quality Dividend Dynamic Index Fund position as of Q3 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 7,089 FlexShares Quality Dividend Dynamic Index Fund shares in Q3 2017, an estimated $285K.
  • JP Morgan Private Wealth Advisors first reported a position in FlexShares Quality Dividend Dynamic Index Fund in Q1 2017 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's FlexShares Quality Dividend Dynamic Index Fund position peaked at $285K in Q2 2017.
  • 11 funds tracked by Wall St. Rank held FlexShares Quality Dividend Dynamic Index Fund as of Q3 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.