TCI Wealth Advisors’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

TCI Wealth 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 Q1	–	Sell	-483	Closed	-$29K	–	1396
2017 Q4	$29K	Hold	483	–	–	0.01%	422
2017 Q3	$28K	Hold	483	–	–	0.01%	407
2017 Q2	$27K	Buy	+483	New	+$26.6K	0.01%	407

Other funds holding JPIN

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

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

CPO

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

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

BCI

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LTFS

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

SMA

Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return

TCI Wealth Advisors's JPIN Position: Q1 2018 in Review

TCI Wealth Advisors sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2018, closing a stake of 483 shares — an estimated $29K sold.

TCI Wealth Advisors first reported a position in JPIN in Q2 2017 and held it in 3 quarters. The position peaked at $29K in Q4 2017. 108 funds tracked by Wall St. Rank hold JPIN as of Q1 2018.

TCI Wealth Advisors reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2018 after selling out during the quarter.
TCI Wealth Advisors sold 483 JPMorgan Diversified Return International Equity ETF shares in Q1 2018, an estimated $29K.
TCI Wealth Advisors first reported a position in JPMorgan Diversified Return International Equity ETF in Q2 2017 and held it in 3 quarters.
TCI Wealth Advisors's JPMorgan Diversified Return International Equity ETF position peaked at $29K in Q4 2017.
108 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2018.

Based on TCI Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.