JFA
IAF

JNBA Financial Advisors’s abrdn Australia Equity Fund IAF Stock Holding History

JNBA Financial Advisors’s Portfolio IAF Stock Details IAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-633
Closed -$20K – 444
2013
Q3 		$20K Buy
+633
New +$19.6K 0.01% 238

Other funds holding IAF

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JNBA Financial Advisors's IAF Position: Q4 2013 in Review

JNBA Financial Advisors sold out of abrdn Australia Equity Fund (IAF) in Q4 2013, closing a stake of 633 shares — an estimated $20K sold.

JNBA Financial Advisors first reported a position in IAF in Q3 2013 and held it in 1 quarter. The position peaked at $20K in Q3 2013. 33 funds tracked by Wall St. Rank hold IAF as of Q4 2013.

  • JNBA Financial Advisors reported no remaining abrdn Australia Equity Fund position as of Q4 2013 after selling out during the quarter.
  • JNBA Financial Advisors sold 633 abrdn Australia Equity Fund shares in Q4 2013, an estimated $20K.
  • JNBA Financial Advisors first reported a position in abrdn Australia Equity Fund in Q3 2013 and held it in 1 quarter.
  • JNBA Financial Advisors's abrdn Australia Equity Fund position peaked at $20K in Q3 2013.
  • 33 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q4 2013.

Based on JNBA Financial Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.