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Arete Wealth Advisors’s JB Hunt Transport Services JBHT Stock Holding History

Arete Wealth Advisors’s Portfolio JBHT Stock Details JBHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-2,972
Closed -$250K – 159
2016
Q1 		$250K Buy
+2,972
New +$225K 0.15% 118
2015
Q3 		– Sell
-2,552
Closed -$209K – 146
2015
Q2 		$209K Buy
2,552
+106
+4% +$9.21K 0.14% 126
2015
Q1 		$209K Sell
2,446
-16,678
-87% -$1.4M 0.13% 130
2014
Q4 		$1.61M Buy
+19,124
New +$1.52M 1.14% 18

Other funds holding JBHT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Arete Wealth Advisors's JBHT Position: Q2 2016 in Review

Arete Wealth Advisors sold out of JB Hunt Transport Services (JBHT) in Q2 2016, closing a stake of 2,972 shares — an estimated $250K sold.

Arete Wealth Advisors first reported a position in JBHT in Q4 2014 and held it in 4 quarters. The position peaked at $1.61M in Q4 2014. 403 funds tracked by Wall St. Rank hold JBHT as of Q2 2016.

  • Arete Wealth Advisors reported no remaining JB Hunt Transport Services position as of Q2 2016 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,972 JB Hunt Transport Services shares in Q2 2016, an estimated $250K.
  • Arete Wealth Advisors first reported a position in JB Hunt Transport Services in Q4 2014 and held it in 4 quarters.
  • Arete Wealth Advisors's JB Hunt Transport Services position peaked at $1.61M in Q4 2014.
  • 403 funds tracked by Wall St. Rank held JB Hunt Transport Services as of Q2 2016.

Based on Arete Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.