JFA
CCRD

JNBA Financial Advisors’s CoreCard CCRD Stock Holding History

JNBA Financial Advisors’s Portfolio CCRD Stock Details CCRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-149
Closed -$1K – 627
2016
Q3 		$1K Buy
+149
New +$553 ﹤0.01% 1494

Other funds holding CCRD

WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

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

JNBA Financial Advisors sold out of CoreCard (CCRD) in Q4 2016, closing a stake of 149 shares — an estimated $1K sold.

JNBA Financial Advisors first reported a position in CCRD in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 9 funds tracked by Wall St. Rank hold CCRD as of Q4 2016.

  • JNBA Financial Advisors reported no remaining CoreCard position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 149 CoreCard shares in Q4 2016, an estimated $1K.
  • JNBA Financial Advisors first reported a position in CoreCard in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's CoreCard position peaked at $1K in Q3 2016.
  • 9 funds tracked by Wall St. Rank held CoreCard as of Q4 2016.

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