OneDigital Investment Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

OneDigital Investment Advisors’s Portfolio JPIN Stock Details JPIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,003	Closed	-$59K	–	1207
2018 Q3	$59K	Hold	1,003	–	–	0.01%	379
2018 Q2	$58K	Hold	1,003	–	–	0.01%	456
2018 Q1	$60K	Buy	+1,003	New	+$60.4K	0.01%	471

Other funds holding JPIN

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OneDigital Investment Advisors's JPIN Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2018, closing a stake of 1,003 shares — an estimated $59K sold.

OneDigital Investment Advisors first reported a position in JPIN in Q1 2018 and held it in 3 quarters. The position peaked at $60K in Q1 2018. 134 funds tracked by Wall St. Rank hold JPIN as of Q4 2018.

OneDigital Investment Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2018 after selling out during the quarter.
OneDigital Investment Advisors sold 1,003 JPMorgan Diversified Return International Equity ETF shares in Q4 2018, an estimated $59K.
OneDigital Investment Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2018 and held it in 3 quarters.
OneDigital Investment Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $60K in Q1 2018.
134 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.