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JNBA Financial Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

JNBA Financial Advisors’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-366
Closed -$19K – 899
2016
Q3 		$19K Buy
+366
New +$19.1K ﹤0.01% 839

Other funds holding IVOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCB
Texas Capital Bancshares Dallas, Texas $254M AUM 27.01% 1-Year Est. Return

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

JNBA Financial Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q4 2016, closing a stake of 366 shares — an estimated $19K sold.

JNBA Financial Advisors first reported a position in IVOO in Q3 2016 and held it in 1 quarter. The position peaked at $19K in Q3 2016. 74 funds tracked by Wall St. Rank hold IVOO as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 366 Vanguard S&P Mid-Cap 400 ETF shares in Q4 2016, an estimated $19K.
  • JNBA Financial Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $19K in Q3 2016.
  • 74 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q4 2016.

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