APP
JBGS

Avantax Planning Partners’s JBG SMITH JBGS Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-64
Closed -$2K – 756
2018
Q3 		$2K Buy
+64
New +$2.36K ﹤0.01% 1344
2018
Q2 		– Sell
-49
Closed -$2K – 857
2018
Q1 		$2K Buy
+49
New +$1.63K ﹤0.01% 1605

Other funds holding JBGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
YU
Yale University New Haven, Connecticut $2.05M AUM 1.81% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Avantax Planning Partners's JBGS Position: Q4 2018 in Review

Avantax Planning Partners sold out of JBG SMITH (JBGS) in Q4 2018, closing a stake of 64 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in JBGS in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 292 funds tracked by Wall St. Rank hold JBGS as of Q4 2018.

  • Avantax Planning Partners reported no remaining JBG SMITH position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 64 JBG SMITH shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in JBG SMITH in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's JBG SMITH position peaked at $2K in Q3 2018.
  • 292 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.