JFA
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JNBA Financial Advisors’s International Bancshares IBOC Stock Holding History

JNBA Financial Advisors’s Portfolio IBOC Stock Details IBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-64
Closed -$2K – 867
2016
Q3 		$2K Buy
+64
New +$1.82K ﹤0.01% 1427

Other funds holding IBOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

JNBA Financial Advisors sold out of International Bancshares (IBOC) in Q4 2016, closing a stake of 64 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in IBOC in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 165 funds tracked by Wall St. Rank hold IBOC as of Q4 2016.

  • JNBA Financial Advisors reported no remaining International Bancshares position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 64 International Bancshares shares in Q4 2016, an estimated $2K.
  • JNBA Financial Advisors first reported a position in International Bancshares in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's International Bancshares position peaked at $2K in Q3 2016.
  • 165 funds tracked by Wall St. Rank held International Bancshares as of Q4 2016.

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