JMPWA
RAVI icon

JP Morgan Private Wealth Advisors’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RAVI Stock Details RAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-4,480
Closed -$338K – 1205
2015
Q3 		$338K Buy
+4,480
New +$337K ﹤0.01% 759

Other funds holding RAVI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 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
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Private Wealth Advisors's RAVI Position: Q4 2015 in Review

JP Morgan Private Wealth Advisors sold out of FlexShares Ultra-Short Income Fund (RAVI) in Q4 2015, closing a stake of 4,480 shares — an estimated $338K sold.

JP Morgan Private Wealth Advisors first reported a position in RAVI in Q3 2015 and held it in 1 quarter. The position peaked at $338K in Q3 2015. 11 funds tracked by Wall St. Rank hold RAVI as of Q4 2015.

  • JP Morgan Private Wealth Advisors reported no remaining FlexShares Ultra-Short Income Fund position as of Q4 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,480 FlexShares Ultra-Short Income Fund shares in Q4 2015, an estimated $338K.
  • JP Morgan Private Wealth Advisors first reported a position in FlexShares Ultra-Short Income Fund in Q3 2015 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's FlexShares Ultra-Short Income Fund position peaked at $338K in Q3 2015.
  • 11 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q4 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.