JWA
TLN

JFS Wealth Advisors’s Talen Energy Corporation TLN Stock Holding History

JFS Wealth Advisors’s Portfolio TLN Stock Details TLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-264
Closed -$4K – 507
2016
Q3 		$4K Hold
264
– – ﹤0.01% 439
2016
Q2 		$4K Hold
264
– – ﹤0.01% 454
2016
Q1 		$2K Sell
264
-140
-35% -$988 ﹤0.01% 541
2015
Q4 		$3K Buy
404
+129
+47% +$1.06K ﹤0.01% 502
2015
Q3 		$3K Sell
275
-514
-65% -$7.53K ﹤0.01% 433
2015
Q2 		$14K Buy
+789
New +$14.9K 0.01% 330

Other funds holding TLN

PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
YWP
YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return

JFS Wealth Advisors's TLN Position: Q4 2016 in Review

JFS Wealth Advisors sold out of Talen Energy Corporation (TLN) in Q4 2016, closing a stake of 264 shares — an estimated $4K sold.

JFS Wealth Advisors first reported a position in TLN in Q2 2015 and held it in 6 quarters. The position peaked at $14K in Q2 2015. 6 funds tracked by Wall St. Rank hold TLN as of Q4 2016.

  • JFS Wealth Advisors reported no remaining Talen Energy Corporation position as of Q4 2016 after selling out during the quarter.
  • JFS Wealth Advisors sold 264 Talen Energy Corporation shares in Q4 2016, an estimated $4K.
  • JFS Wealth Advisors first reported a position in Talen Energy Corporation in Q2 2015 and held it in 6 quarters.
  • JFS Wealth Advisors's Talen Energy Corporation position peaked at $14K in Q2 2015.
  • 6 funds tracked by Wall St. Rank held Talen Energy Corporation as of Q4 2016.

Based on JFS Wealth Advisors's 13F filing for Q4 2016, filed 30 Jan 2017.