Wilbanks Smith & Thomas Asset Management’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 Q4	–	Sell	-258	Closed	-$15K	–	854
2018 Q3	$15K	Buy	+258	New	+$14.9K	﹤0.01%	952

Other funds holding JPIN

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

CPO

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

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

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

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

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

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

BCI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's JPIN Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2018, closing a stake of 258 shares — an estimated $15K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in JPIN in Q3 2018 and held it in 1 quarter. The position peaked at $15K in Q3 2018. 134 funds tracked by Wall St. Rank hold JPIN as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 258 JPMorgan Diversified Return International Equity ETF shares in Q4 2018, an estimated $15K.
Wilbanks Smith & Thomas Asset Management first reported a position in JPMorgan Diversified Return International Equity ETF in Q3 2018 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's JPMorgan Diversified Return International Equity ETF position peaked at $15K in Q3 2018.
134 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.