JP Morgan Private Wealth Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-9,045	Closed	-$272K	–	1299
2016 Q3	$272K	Sell	9,045 -1,025	-10%	-$30.2K	﹤0.01%	1034
2016 Q2	$284K	Sell	10,070 -300	-3%	-$8.57K	﹤0.01%	1005
2016 Q1	$300K	Hold	10,370	–	–	﹤0.01%	949
2015 Q4	$300K	Sell	10,370 -2,550	-20%	-$78.5K	﹤0.01%	857
2015 Q3	$376K	Sell	12,920 -1,650	-11%	-$50.7K	﹤0.01%	714
2015 Q2	$456K	Buy	14,570 +500	+4%	+$16K	0.01%	708
2015 Q1	$447K	Buy	14,070 +1,840	+15%	+$58.1K	0.01%	754
2014 Q4	$381K	Buy	12,230 +1,530	+14%	+$47.4K	﹤0.01%	804
2014 Q3	$324K	Sell	10,700 -1,200	-10%	-$37.1K	﹤0.01%	824
2014 Q2	$366K	Buy	11,900 +2,505	+27%	+$75.8K	0.01%	657
2014 Q1	$284K	Buy	+9,395	New	+$276K	0.01%	730

Other funds holding SYLD

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFA

Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SYLD Position: Q4 2016 in Review

JP Morgan Private Wealth Advisors sold out of Cambria Shareholder Yield ETF (SYLD) in Q4 2016, closing a stake of 9,045 shares — an estimated $272K sold.

JP Morgan Private Wealth Advisors first reported a position in SYLD in Q1 2014 and held it in 11 quarters. The position peaked at $456K in Q2 2015. 34 funds tracked by Wall St. Rank hold SYLD as of Q4 2016.

JP Morgan Private Wealth Advisors reported no remaining Cambria Shareholder Yield ETF position as of Q4 2016 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 9,045 Cambria Shareholder Yield ETF shares in Q4 2016, an estimated $272K.
JP Morgan Private Wealth Advisors first reported a position in Cambria Shareholder Yield ETF in Q1 2014 and held it in 11 quarters.
JP Morgan Private Wealth Advisors's Cambria Shareholder Yield ETF position peaked at $456K in Q2 2015.
34 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.