LPL Financial’s Global X JPMorgan Efficiente Index ETF EFFE Stock Holding History

LPL Financial’s Portfolio EFFE Stock Details EFFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-23,222	Closed	-$564K	–	2846
2016 Q4	$564K	Buy	23,222 +237	+1%	+$5.76K	﹤0.01%	1647
2016 Q3	$558K	Hold	22,985	–	–	0.01%	1615
2016 Q2	$567K	Sell	22,985 -22,985	-50%	-$536K	﹤0.01%	1563
2016 Q1	$1.06M	Sell	45,970 -15,000	-25%	-$336K	﹤0.01%	1624
2015 Q4	$1.36M	Buy	60,970 +20,389	+50%	+$477K	﹤0.01%	1439
2015 Q3	$961K	Buy	40,581 +1,635	+4%	+$39.9K	0.01%	1270
2015 Q2	$974K	Buy	38,946 +11,731	+43%	+$306K	﹤0.01%	1390
2015 Q1	$724K	Buy	+27,215	New	+$716K	﹤0.01%	1591

Other funds holding EFFE

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial's EFFE Position: Q1 2017 in Review

LPL Financial sold out of Global X JPMorgan Efficiente Index ETF (EFFE) in Q1 2017, closing a stake of 23,222 shares — an estimated $564K sold.

LPL Financial first reported a position in EFFE in Q1 2015 and held it in 8 quarters. The position peaked at $1.36M in Q4 2015. 5 funds tracked by Wall St. Rank hold EFFE as of Q1 2017.

LPL Financial reported no remaining Global X JPMorgan Efficiente Index ETF position as of Q1 2017 after selling out during the quarter.
LPL Financial sold 23,222 Global X JPMorgan Efficiente Index ETF shares in Q1 2017, an estimated $564K.
LPL Financial first reported a position in Global X JPMorgan Efficiente Index ETF in Q1 2015 and held it in 8 quarters.
LPL Financial's Global X JPMorgan Efficiente Index ETF position peaked at $1.36M in Q4 2015.
5 funds tracked by Wall St. Rank held Global X JPMorgan Efficiente Index ETF as of Q1 2017.

Based on LPL Financial's 13F filing for Q1 2017, filed 15 May 2017.