AG
JBGS

Advisor Group’s JBG SMITH JBGS Stock Holding History

Advisor Group’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$87K Sell
2,177
-143
-6% -$5.66K ﹤0.01% 3037
2019
Q3 		$92K Buy
2,320
+2
+0.1% +$78 ﹤0.01% 2942
2019
Q2 		$92K Buy
2,318
+17
+0.7% +$699 ﹤0.01% 2924
2019
Q1 		$95K Buy
2,301
+936
+69% +$36.7K ﹤0.01% 2907
2018
Q4 		$46K Buy
1,365
+140
+11% +$5.26K ﹤0.01% 3235
2018
Q3 		$46K Sell
1,225
-589
-32% -$21.7K ﹤0.01% 3364
2018
Q2 		$66K Sell
1,814
-177
-9% -$6.41K ﹤0.01% 2867
2018
Q1 		$67K Buy
1,991
+31
+2% +$1.03K ﹤0.01% 2855
2017
Q4 		$68K Buy
1,960
+88
+5% +$2.91K ﹤0.01% 2866
2017
Q3 		$65K Buy
+1,872
New +$63.4K ﹤0.01% 2742

Other funds holding JBGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Advisor Group's JBGS Position: Q4 2019 in Review

Advisor Group reduced its JBG SMITH (JBGS) stake by 6.2% in Q4 2019, selling an estimated $5.66K and leaving 2,177 shares worth $87K. The position accounts for ﹤0.01% of the portfolio, ranked #3037.

Advisor Group first reported a position in JBGS in Q3 2017 and has held it in 10 quarters since. The position peaked at $95K in Q1 2019. 262 funds tracked by Wall St. Rank hold JBGS as of Q4 2019.

  • Advisor Group held 2,177 shares of JBG SMITH worth $87K as of Q4 2019.
  • Advisor Group sold 143 JBG SMITH shares in Q4 2019, an estimated $5.66K.
  • JBG SMITH made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3037 holding.
  • Advisor Group first reported a position in JBG SMITH in Q3 2017 and has held it in 10 quarters since.
  • Advisor Group's JBG SMITH position peaked at $95K in Q1 2019.
  • 262 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.