Wealthcare Advisory Partners’s Global X JPMorgan Efficiente Index ETF EFFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-7,500
Closed -$193K 1454
2019
Q2
$193K Hold
7,500
0.03% 274
2019
Q1
$189K Hold
7,500
0.03% 247
2018
Q4
$184K Hold
7,500
0.04% 215
2018
Q3
$200K Hold
7,500
0.04% 224
2018
Q2
$198K Buy
+7,500
New +$198K 0.04% 214

Wealthcare Advisory Partners's EFFE Position: Q3 2019 in Review

Wealthcare Advisory Partners sold out of Global X JPMorgan Efficiente Index ETF (EFFE) in Q3 2019, closing a stake of 7,500 shares — an estimated $193K sold.

Wealthcare Advisory Partners first reported a position in EFFE in Q2 2018 and held it in 5 quarters. The position peaked at $200K in Q3 2018. 0 funds tracked by Wall St. Rank hold EFFE as of Q3 2019.

  • Wealthcare Advisory Partners reported no remaining Global X JPMorgan Efficiente Index ETF position as of Q3 2019 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 7,500 Global X JPMorgan Efficiente Index ETF shares in Q3 2019, an estimated $193K.
  • Wealthcare Advisory Partners first reported a position in Global X JPMorgan Efficiente Index ETF in Q2 2018 and held it in 5 quarters.
  • Wealthcare Advisory Partners's Global X JPMorgan Efficiente Index ETF position peaked at $200K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Global X JPMorgan Efficiente Index ETF as of Q3 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2019, filed 17 Oct 2019.