VSWA
JPXN

Vontobel Swiss Wealth Advisors’s iShares JPX-Nikkei 400 ETF JPXN Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio JPXN Stock Details JPXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-8,200
Closed -$501K – 101
2019
Q3 		$501K Hold
8,200
– – 0.32% 66
2019
Q2 		$480K Buy
+8,200
New +$479K 0.26% 77

Other funds holding JPXN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's JPXN Position: Q4 2019 in Review

Vontobel Swiss Wealth Advisors sold out of iShares JPX-Nikkei 400 ETF (JPXN) in Q4 2019, closing a stake of 8,200 shares — an estimated $501K sold.

Vontobel Swiss Wealth Advisors first reported a position in JPXN in Q2 2019 and held it in 2 quarters. The position peaked at $501K in Q3 2019. 26 funds tracked by Wall St. Rank hold JPXN as of Q4 2019.

  • Vontobel Swiss Wealth Advisors reported no remaining iShares JPX-Nikkei 400 ETF position as of Q4 2019 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 8,200 iShares JPX-Nikkei 400 ETF shares in Q4 2019, an estimated $501K.
  • Vontobel Swiss Wealth Advisors first reported a position in iShares JPX-Nikkei 400 ETF in Q2 2019 and held it in 2 quarters.
  • Vontobel Swiss Wealth Advisors's iShares JPX-Nikkei 400 ETF position peaked at $501K in Q3 2019.
  • 26 funds tracked by Wall St. Rank held iShares JPX-Nikkei 400 ETF as of Q4 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.