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JNBA Financial Advisors’s iShares Global Energy ETF IXC Stock Holding History

JNBA Financial Advisors’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-150
Closed -$5K – 905
2016
Q3 		$5K Buy
+150
New +$4.82K ﹤0.01% 1231

Other funds holding IXC

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JNBA Financial Advisors sold out of iShares Global Energy ETF (IXC) in Q4 2016, closing a stake of 150 shares — an estimated $5K sold.

JNBA Financial Advisors first reported a position in IXC in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 114 funds tracked by Wall St. Rank hold IXC as of Q4 2016.

  • JNBA Financial Advisors reported no remaining iShares Global Energy ETF position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 150 iShares Global Energy ETF shares in Q4 2016, an estimated $5K.
  • JNBA Financial Advisors first reported a position in iShares Global Energy ETF in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's iShares Global Energy ETF position peaked at $5K in Q3 2016.
  • 114 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2016.

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