Jackson Financial Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Jackson Financial Management’s Portfolio ARKG Stock Details ARKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$477K	Sell	14,225 -23,920	-63%	-$760K	0.25%	32
2019 Q3	$1.13M	Sell	38,145 -350	-0.9%	-$11.4K	0.68%	23
2019 Q2	$1.33M	Buy	38,495 +1,490	+4%	+$47.8K	0.86%	23
2019 Q1	$1.22M	Buy	+37,005	New	+$1.09M	0.81%	24

Other funds holding ARKG

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

BCI

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

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Jackson Financial Management's ARKG Position: Q4 2019 in Review

Jackson Financial Management reduced its ARK Genomic Revolution ETF (ARKG) stake by 63% in Q4 2019, selling an estimated $760K and leaving 14,225 shares worth $477K. The position accounts for 0.25% of the portfolio, ranked #32.

Jackson Financial Management first reported a position in ARKG in Q1 2019 and has held it in 4 quarters since. The position peaked at $1.33M in Q2 2019. 93 funds tracked by Wall St. Rank hold ARKG as of Q4 2019.

Jackson Financial Management held 14,225 shares of ARK Genomic Revolution ETF worth $477K as of Q4 2019.
Jackson Financial Management sold 23,920 ARK Genomic Revolution ETF shares in Q4 2019, an estimated $760K.
ARK Genomic Revolution ETF made up 0.25% of Jackson Financial Management's portfolio in Q4 2019, its #32 holding.
Jackson Financial Management first reported a position in ARK Genomic Revolution ETF in Q1 2019 and has held it in 4 quarters since.
Jackson Financial Management's ARK Genomic Revolution ETF position peaked at $1.33M in Q2 2019.
93 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2019.

Based on Jackson Financial Management's 13F filing for Q4 2019, filed 17 Jan 2020.