MKD Wealth Coaches’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

MKD Wealth Coaches’s Portfolio BBCA Stock Details BBCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-78	Closed	-$4K	–	68
2019 Q2	$4K	Hold	78	–	–	﹤0.01%	163
2019 Q1	$4K	Buy	+78	New	+$3.64K	﹤0.01%	155

Other funds holding BBCA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BEC

Blue Edge Capital Richmond, Virginia $833M AUM 25.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $2.05B AUM 30.99% 1-Year Est. Return

MKD Wealth Coaches's BBCA Position: Q3 2019 in Review

MKD Wealth Coaches sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2019, closing a stake of 78 shares — an estimated $4K sold.

MKD Wealth Coaches first reported a position in BBCA in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 56 funds tracked by Wall St. Rank hold BBCA as of Q3 2019.

MKD Wealth Coaches reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q3 2019 after selling out during the quarter.
MKD Wealth Coaches sold 78 JPMorgan BetaBuilders Canada ETF shares in Q3 2019, an estimated $4K.
MKD Wealth Coaches first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2019 and held it in 2 quarters.
MKD Wealth Coaches's JPMorgan BetaBuilders Canada ETF position peaked at $4K in Q2 2019.
56 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.