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JNBA Financial Advisors’s Atlantic Union Bankshares AUB Stock Holding History

JNBA Financial Advisors’s Portfolio AUB Stock Details AUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,737
Closed -$221K – 534
2018
Q3 		$221K Buy
+5,737
New +$234K 0.1% 120

Other funds holding AUB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JNBA Financial Advisors sold out of Atlantic Union Bankshares (AUB) in Q4 2018, closing a stake of 5,737 shares — an estimated $221K sold.

JNBA Financial Advisors first reported a position in AUB in Q3 2018 and held it in 1 quarter. The position peaked at $221K in Q3 2018. 197 funds tracked by Wall St. Rank hold AUB as of Q4 2018.

  • JNBA Financial Advisors reported no remaining Atlantic Union Bankshares position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 5,737 Atlantic Union Bankshares shares in Q4 2018, an estimated $221K.
  • JNBA Financial Advisors first reported a position in Atlantic Union Bankshares in Q3 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's Atlantic Union Bankshares position peaked at $221K in Q3 2018.
  • 197 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2018.

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