JP Morgan Private Wealth Advisors’s Royal Bank of Canada Exchange Traded Notes due July 19, 2034 Linked to the Yorkville MLP Distri YGRO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-32,605	Closed	-$636K	–	1161
2014 Q3	$636K	Buy	+32,605	New	+$642K	0.01%	629

Other funds holding YGRO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MFS

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

JP Morgan Private Wealth Advisors's YGRO Position: Q4 2014 in Review

JP Morgan Private Wealth Advisors sold out of Royal Bank of Canada Exchange Traded Notes due July 19, 2034 Linked to the Yorkville MLP Distri (YGRO) in Q4 2014, closing a stake of 32,605 shares — an estimated $636K sold.

JP Morgan Private Wealth Advisors first reported a position in YGRO in Q3 2014 and held it in 1 quarter. The position peaked at $636K in Q3 2014. 3 funds tracked by Wall St. Rank hold YGRO as of Q4 2014.

JP Morgan Private Wealth Advisors reported no remaining Royal Bank of Canada Exchange Traded Notes due July 19, 2034 Linked to the Yorkville MLP Distri position as of Q4 2014 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 32,605 Royal Bank of Canada Exchange Traded Notes due July 19, 2034 Linked to the Yorkville MLP Distri shares in Q4 2014, an estimated $636K.
JP Morgan Private Wealth Advisors first reported a position in Royal Bank of Canada Exchange Traded Notes due July 19, 2034 Linked to the Yorkville MLP Distri in Q3 2014 and held it in 1 quarter.
JP Morgan Private Wealth Advisors's Royal Bank of Canada Exchange Traded Notes due July 19, 2034 Linked to the Yorkville MLP Distri position peaked at $636K in Q3 2014.
3 funds tracked by Wall St. Rank held Royal Bank of Canada Exchange Traded Notes due July 19, 2034 Linked to the Yorkville MLP Distri as of Q4 2014.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.