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JNBA Financial Advisors’s Healthcare Services Group HCSG Stock Holding History

JNBA Financial Advisors’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-100
Closed -$3K – 632
2019
Q2 		$3K Buy
+100
New +$3.31K ﹤0.01% 561

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Wellington Management Group
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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JNBA Financial Advisors's HCSG Position: Q3 2019 in Review

JNBA Financial Advisors sold out of Healthcare Services Group (HCSG) in Q3 2019, closing a stake of 100 shares — an estimated $3K sold.

JNBA Financial Advisors first reported a position in HCSG in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 240 funds tracked by Wall St. Rank hold HCSG as of Q3 2019.

  • JNBA Financial Advisors reported no remaining Healthcare Services Group position as of Q3 2019 after selling out during the quarter.
  • JNBA Financial Advisors sold 100 Healthcare Services Group shares in Q3 2019, an estimated $3K.
  • JNBA Financial Advisors first reported a position in Healthcare Services Group in Q2 2019 and held it in 1 quarter.
  • JNBA Financial Advisors's Healthcare Services Group position peaked at $3K in Q2 2019.
  • 240 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2019.

Based on JNBA Financial Advisors's 13F filing for Q3 2019, filed 1 Nov 2019.