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JNBA Financial Advisors’s Agilysys AGYS Stock Holding History

JNBA Financial Advisors’s Portfolio AGYS Stock Details AGYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-16,572
Closed -$184K – 500
2016
Q3 		$184K Buy
+16,572
New +$180K 0.03% 234

Other funds holding AGYS

MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
DGI
Discovery Group I Chicago, Illinois $262M AUM 29.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JNBA Financial Advisors sold out of Agilysys (AGYS) in Q4 2016, closing a stake of 16,572 shares — an estimated $184K sold.

JNBA Financial Advisors first reported a position in AGYS in Q3 2016 and held it in 1 quarter. The position peaked at $184K in Q3 2016. 84 funds tracked by Wall St. Rank hold AGYS as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Agilysys position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 16,572 Agilysys shares in Q4 2016, an estimated $184K.
  • JNBA Financial Advisors first reported a position in Agilysys in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Agilysys position peaked at $184K in Q3 2016.
  • 84 funds tracked by Wall St. Rank held Agilysys as of Q4 2016.

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