JFA
BPOP icon

JNBA Financial Advisors’s Popular Inc BPOP Stock Holding History

JNBA Financial Advisors’s Portfolio BPOP Stock Details BPOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-173
Closed -$8K – 511
2018
Q2 		$8K Buy
+173
New +$7.92K ﹤0.01% 412
2016
Q4 		– Sell
-949
Closed -$36K – 595
2016
Q3 		$36K Buy
+949
New +$33.8K 0.01% 618

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

JNBA Financial Advisors's BPOP Position: Q3 2018 in Review

JNBA Financial Advisors sold out of Popular Inc (BPOP) in Q3 2018, closing a stake of 173 shares — an estimated $8K sold.

JNBA Financial Advisors first reported a position in BPOP in Q3 2016 and held it in 2 quarters. The position peaked at $36K in Q3 2016. 244 funds tracked by Wall St. Rank hold BPOP as of Q3 2018.

  • JNBA Financial Advisors reported no remaining Popular Inc position as of Q3 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 173 Popular Inc shares in Q3 2018, an estimated $8K.
  • JNBA Financial Advisors first reported a position in Popular Inc in Q3 2016 and held it in 2 quarters.
  • JNBA Financial Advisors's Popular Inc position peaked at $36K in Q3 2016.
  • 244 funds tracked by Wall St. Rank held Popular Inc as of Q3 2018.

Based on JNBA Financial Advisors's 13F filing for Q3 2018, filed 1 Nov 2018.