JFA
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JNBA Financial Advisors’s Exponent EXPO Stock Holding History

JNBA Financial Advisors’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-284
Closed -$7K – 760
2016
Q3 		$7K Buy
+284
New +$7.41K ﹤0.01% 1121

Other funds holding EXPO

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

JNBA Financial Advisors sold out of Exponent (EXPO) in Q4 2016, closing a stake of 284 shares — an estimated $7K sold.

JNBA Financial Advisors first reported a position in EXPO in Q3 2016 and held it in 1 quarter. The position peaked at $7K in Q3 2016. 177 funds tracked by Wall St. Rank hold EXPO as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Exponent position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 284 Exponent shares in Q4 2016, an estimated $7K.
  • JNBA Financial Advisors first reported a position in Exponent in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Exponent position peaked at $7K in Q3 2016.
  • 177 funds tracked by Wall St. Rank held Exponent as of Q4 2016.

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