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JNBA Financial Advisors’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

JNBA Financial Advisors’s Portfolio AADR Stock Details AADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-165
Closed -$8K – 595
2019
Q3 		$8K Buy
+165
New +$8.21K ﹤0.01% 424

Other funds holding AADR

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SL
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JNBA Financial Advisors's AADR Position: Q4 2019 in Review

JNBA Financial Advisors sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q4 2019, closing a stake of 165 shares — an estimated $8K sold.

JNBA Financial Advisors first reported a position in AADR in Q3 2019 and held it in 1 quarter. The position peaked at $8K in Q3 2019. 33 funds tracked by Wall St. Rank hold AADR as of Q4 2019.

  • JNBA Financial Advisors reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q4 2019 after selling out during the quarter.
  • JNBA Financial Advisors sold 165 AdvisorShares Dorsey Wright ADR ETF shares in Q4 2019, an estimated $8K.
  • JNBA Financial Advisors first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q3 2019 and held it in 1 quarter.
  • JNBA Financial Advisors's AdvisorShares Dorsey Wright ADR ETF position peaked at $8K in Q3 2019.
  • 33 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q4 2019.

Based on JNBA Financial Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.