SFMG Wealth Advisors’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-485,716
Closed -$25.3M 124
2015
Q2
$25.3M Buy
+485,716
New +$26.4M 5.67% 9

Other funds holding JPEM

SFMG Wealth Advisors's JPEM Position: Q3 2015 in Review

SFMG Wealth Advisors sold out of JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) in Q3 2015, closing a stake of 485,716 shares — an estimated $25.3M sold.

SFMG Wealth Advisors first reported a position in JPEM in Q2 2015 and held it in 1 quarter. The position peaked at $25.3M in Q2 2015. 5 funds tracked by Wall St. Rank hold JPEM as of Q3 2015.

  • SFMG Wealth Advisors reported no remaining JPMorgan Diversified Return Emerging Markets Equity ETF position as of Q3 2015 after selling out during the quarter.
  • SFMG Wealth Advisors sold 485,716 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q3 2015, an estimated $25.3M.
  • SFMG Wealth Advisors first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q2 2015 and held it in 1 quarter.
  • SFMG Wealth Advisors's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $25.3M in Q2 2015.
  • 5 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q3 2015.

Based on SFMG Wealth Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.