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JP Morgan Private Wealth Advisors’s VanEck Retail ETF RTH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio RTH Stock Details RTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-54,145
Closed -$4.21M – 1289
2015
Q4 		$4.21M Buy
+54,145
New +$4.18M 0.04% 251

Other funds holding RTH

AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Private Wealth Advisors's RTH Position: Q1 2016 in Review

JP Morgan Private Wealth Advisors sold out of VanEck Retail ETF (RTH) in Q1 2016, closing a stake of 54,145 shares — an estimated $4.21M sold.

JP Morgan Private Wealth Advisors first reported a position in RTH in Q4 2015 and held it in 1 quarter. The position peaked at $4.21M in Q4 2015. 38 funds tracked by Wall St. Rank hold RTH as of Q1 2016.

  • JP Morgan Private Wealth Advisors reported no remaining VanEck Retail ETF position as of Q1 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 54,145 VanEck Retail ETF shares in Q1 2016, an estimated $4.21M.
  • JP Morgan Private Wealth Advisors first reported a position in VanEck Retail ETF in Q4 2015 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's VanEck Retail ETF position peaked at $4.21M in Q4 2015.
  • 38 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q1 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2016, filed 13 May 2016.