TPWA
JPN

TRUE Private Wealth Advisors’s Xtrackers Japan JPX-Nikkei 400 Equity ETF JPN Stock Holding History

TRUE Private Wealth Advisors’s Portfolio JPN Stock Details JPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-249
Closed -$7.3K – 994
2018
Q3 		$7.3K Buy
+249
New +$7.08K ﹤0.01% 814

Other funds holding JPN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KPW
Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRUE Private Wealth Advisors's JPN Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Xtrackers Japan JPX-Nikkei 400 Equity ETF (JPN) in Q4 2018, closing a stake of 249 shares — an estimated $7.3K sold.

TRUE Private Wealth Advisors first reported a position in JPN in Q3 2018 and held it in 1 quarter. The position peaked at $7.3K in Q3 2018. 13 funds tracked by Wall St. Rank hold JPN as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Xtrackers Japan JPX-Nikkei 400 Equity ETF position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 249 Xtrackers Japan JPX-Nikkei 400 Equity ETF shares in Q4 2018, an estimated $7.3K.
  • TRUE Private Wealth Advisors first reported a position in Xtrackers Japan JPX-Nikkei 400 Equity ETF in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Xtrackers Japan JPX-Nikkei 400 Equity ETF position peaked at $7.3K in Q3 2018.
  • 13 funds tracked by Wall St. Rank held Xtrackers Japan JPX-Nikkei 400 Equity ETF as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.