JFA
AAVM

JNBA Financial Advisors’s EA Series Trust Alpha Architect Global Factor Equity ETF AAVM Stock Holding History

JNBA Financial Advisors’s Portfolio AAVM Stock Details AAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,155
Closed -$33K – 738
2018
Q3 		$33K Buy
+1,155
New +$33.4K 0.01% 259

Other funds holding AAVM

EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

JNBA Financial Advisors's AAVM Position: Q4 2018 in Review

JNBA Financial Advisors sold out of EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) in Q4 2018, closing a stake of 1,155 shares — an estimated $33K sold.

JNBA Financial Advisors first reported a position in AAVM in Q3 2018 and held it in 1 quarter. The position peaked at $33K in Q3 2018. 19 funds tracked by Wall St. Rank hold AAVM as of Q4 2018.

  • JNBA Financial Advisors reported no remaining EA Series Trust Alpha Architect Global Factor Equity ETF position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,155 EA Series Trust Alpha Architect Global Factor Equity ETF shares in Q4 2018, an estimated $33K.
  • JNBA Financial Advisors first reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF in Q3 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's EA Series Trust Alpha Architect Global Factor Equity ETF position peaked at $33K in Q3 2018.
  • 19 funds tracked by Wall St. Rank held EA Series Trust Alpha Architect Global Factor Equity ETF as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.