JFA
AMWD

JNBA Financial Advisors’s American Woodmark AMWD Stock Holding History

JNBA Financial Advisors’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-2,000
Closed -$67K – 504
2014
Q1 		$67K Hold
2,000
– – 0.04% 150
2013
Q4 		$79K Sell
2,000
-2,000
-50% -$69.4K 0.04% 138
2013
Q3 		$139K Hold
4,000
– – 0.09% 97
2013
Q2 		$139K Buy
+4,000
New +$137K 0.1% 96

Other funds holding AMWD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MFAM
Motley Fool Asset Management Alexandria, Virginia $2.59B AUM 28.43% 1-Year Est. Return

JNBA Financial Advisors's AMWD Position: Q2 2014 in Review

JNBA Financial Advisors sold out of American Woodmark (AMWD) in Q2 2014, closing a stake of 2,000 shares — an estimated $67K sold.

JNBA Financial Advisors first reported a position in AMWD in Q2 2013 and held it in 4 quarters. The position peaked at $139K in Q3 2013. 114 funds tracked by Wall St. Rank hold AMWD as of Q2 2014.

  • JNBA Financial Advisors reported no remaining American Woodmark position as of Q2 2014 after selling out during the quarter.
  • JNBA Financial Advisors sold 2,000 American Woodmark shares in Q2 2014, an estimated $67K.
  • JNBA Financial Advisors first reported a position in American Woodmark in Q2 2013 and held it in 4 quarters.
  • JNBA Financial Advisors's American Woodmark position peaked at $139K in Q3 2013.
  • 114 funds tracked by Wall St. Rank held American Woodmark as of Q2 2014.

Based on JNBA Financial Advisors's 13F filing for Q2 2014, filed 24 Jul 2014.