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JNBA Financial Advisors’s Assured Guaranty AGO Stock Holding History

JNBA Financial Advisors’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,067
Closed -$30K – 499
2016
Q3 		$30K Buy
+1,067
New +$28.8K ﹤0.01% 678

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

JNBA Financial Advisors's AGO Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Assured Guaranty (AGO) in Q4 2016, closing a stake of 1,067 shares — an estimated $30K sold.

JNBA Financial Advisors first reported a position in AGO in Q3 2016 and held it in 1 quarter. The position peaked at $30K in Q3 2016. 275 funds tracked by Wall St. Rank hold AGO as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Assured Guaranty position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,067 Assured Guaranty shares in Q4 2016, an estimated $30K.
  • JNBA Financial Advisors first reported a position in Assured Guaranty in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Assured Guaranty position peaked at $30K in Q3 2016.
  • 275 funds tracked by Wall St. Rank held Assured Guaranty as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.