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JNBA Financial Advisors’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

JNBA Financial Advisors’s Portfolio IVAL Stock Details IVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-350
Closed -$11K – 629
2018
Q3 		$11K Buy
+350
New +$10.7K ﹤0.01% 369

Other funds holding IVAL

EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

JNBA Financial Advisors's IVAL Position: Q4 2018 in Review

JNBA Financial Advisors sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q4 2018, closing a stake of 350 shares — an estimated $11K sold.

JNBA Financial Advisors first reported a position in IVAL in Q3 2018 and held it in 1 quarter. The position peaked at $11K in Q3 2018. 18 funds tracked by Wall St. Rank hold IVAL as of Q4 2018.

  • JNBA Financial Advisors reported no remaining Alpha Architect International Quantitative Value ETF position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 350 Alpha Architect International Quantitative Value ETF shares in Q4 2018, an estimated $11K.
  • JNBA Financial Advisors first reported a position in Alpha Architect International Quantitative Value ETF in Q3 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's Alpha Architect International Quantitative Value ETF position peaked at $11K in Q3 2018.
  • 18 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.