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TrustCore Financial Services’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

TrustCore Financial Services’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
-11
Closed -$1K – 706
2017
Q4 		$1K Buy
+11
New +$654 ﹤0.01% 651

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Morgan Stanley
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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

TrustCore Financial Services's JPIN Position: Q1 2018 in Review

TrustCore Financial Services sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q1 2018, closing a stake of 11 shares — an estimated $1K sold.

TrustCore Financial Services first reported a position in JPIN in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 108 funds tracked by Wall St. Rank hold JPIN as of Q1 2018.

  • TrustCore Financial Services reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q1 2018 after selling out during the quarter.
  • TrustCore Financial Services sold 11 JPMorgan Diversified Return International Equity ETF shares in Q1 2018, an estimated $1K.
  • TrustCore Financial Services first reported a position in JPMorgan Diversified Return International Equity ETF in Q4 2017 and held it in 1 quarter.
  • TrustCore Financial Services's JPMorgan Diversified Return International Equity ETF position peaked at $1K in Q4 2017.
  • 108 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q1 2018.

Based on TrustCore Financial Services's 13F filing for Q1 2018, filed 4 May 2018.