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Sonora Investment Management’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Sonora Investment Management’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
-407
Closed -$20K – 1710
2019
Q2 		$20K Buy
+407
New +$19.9K ﹤0.01% 874

Other funds holding BBCA

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EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
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

Sonora Investment Management's BBCA Position: Q3 2019 in Review

Sonora Investment Management sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2019, closing a stake of 407 shares — an estimated $20K sold.

Sonora Investment Management first reported a position in BBCA in Q2 2019 and held it in 1 quarter. The position peaked at $20K in Q2 2019. 56 funds tracked by Wall St. Rank hold BBCA as of Q3 2019.

  • Sonora Investment Management reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q3 2019 after selling out during the quarter.
  • Sonora Investment Management sold 407 JPMorgan BetaBuilders Canada ETF shares in Q3 2019, an estimated $20K.
  • Sonora Investment Management first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2019 and held it in 1 quarter.
  • Sonora Investment Management's JPMorgan BetaBuilders Canada ETF position peaked at $20K in Q2 2019.
  • 56 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2019.

Based on Sonora Investment Management's 13F filing for Q3 2019, filed 15 Oct 2019.