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JNBA Financial Advisors’s Healthcare Realty HR Stock Holding History

JNBA Financial Advisors’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-50
Closed -$1K – 634
2019
Q2 		$1K Buy
+50
New +$1.41K ﹤0.01% 638
2018
Q4 		– Sell
-5,346
Closed -$143K – 617
2018
Q3 		$143K Buy
+5,346
New +$147K 0.06% 153

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JNBA Financial Advisors sold out of Healthcare Realty (HR) in Q3 2019, closing a stake of 50 shares — an estimated $1K sold.

JNBA Financial Advisors first reported a position in HR in Q3 2018 and held it in 2 quarters. The position peaked at $143K in Q3 2018. 332 funds tracked by Wall St. Rank hold HR as of Q3 2019.

  • JNBA Financial Advisors reported no remaining Healthcare Realty position as of Q3 2019 after selling out during the quarter.
  • JNBA Financial Advisors sold 50 Healthcare Realty shares in Q3 2019, an estimated $1K.
  • JNBA Financial Advisors first reported a position in Healthcare Realty in Q3 2018 and held it in 2 quarters.
  • JNBA Financial Advisors's Healthcare Realty position peaked at $143K in Q3 2018.
  • 332 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2019.

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