JFA
CPE

JNBA Financial Advisors’s Callon Petroleum Company CPE Stock Holding History

JNBA Financial Advisors’s Portfolio CPE Stock Details CPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-33
Closed -$2K – 562
2014
Q4 		$2K Hold
33
– – ﹤0.01% 503
2014
Q3 		$3K Buy
+33
New +$3.36K ﹤0.01% 502

Other funds holding CPE

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSVI
Lone Star Value Investors Old Greenwich, Connecticut $85.6M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JNBA Financial Advisors's CPE Position: Q1 2015 in Review

JNBA Financial Advisors sold out of Callon Petroleum Company (CPE) in Q1 2015, closing a stake of 33 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in CPE in Q3 2014 and held it in 2 quarters. The position peaked at $3K in Q3 2014. 138 funds tracked by Wall St. Rank hold CPE as of Q1 2015.

  • JNBA Financial Advisors reported no remaining Callon Petroleum Company position as of Q1 2015 after selling out during the quarter.
  • JNBA Financial Advisors sold 33 Callon Petroleum Company shares in Q1 2015, an estimated $2K.
  • JNBA Financial Advisors first reported a position in Callon Petroleum Company in Q3 2014 and held it in 2 quarters.
  • JNBA Financial Advisors's Callon Petroleum Company position peaked at $3K in Q3 2014.
  • 138 funds tracked by Wall St. Rank held Callon Petroleum Company as of Q1 2015.

Based on JNBA Financial Advisors's 13F filing for Q1 2015, filed 24 Apr 2015.