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RiverFront Investment Group’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

RiverFront Investment Group’s Portfolio BBRE Stock Details BBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-293,335
Closed -$20.9M – 60
2020
Q2 		$20.9M Buy
293,335
+254,818
+662% +$17.6M 0.51% 36
2020
Q1 		$2.49M Buy
+38,517
New +$3.2M 0.1% 51

Other funds holding BBRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RiverFront Investment Group's BBRE Position: Q3 2020 in Review

RiverFront Investment Group sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q3 2020, closing a stake of 293,335 shares — an estimated $20.9M sold.

RiverFront Investment Group first reported a position in BBRE in Q1 2020 and held it in 2 quarters. The position peaked at $20.9M in Q2 2020. 23 funds tracked by Wall St. Rank hold BBRE as of Q3 2020.

  • RiverFront Investment Group reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q3 2020 after selling out during the quarter.
  • RiverFront Investment Group sold 293,335 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q3 2020, an estimated $20.9M.
  • RiverFront Investment Group first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2020 and held it in 2 quarters.
  • RiverFront Investment Group's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $20.9M in Q2 2020.
  • 23 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q3 2020.

Based on RiverFront Investment Group's 13F filing for Q3 2020, filed 28 Oct 2020.