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JNBA Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

JNBA Financial Advisors’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,280
Closed -$68K – 907
2016
Q3 		$68K Buy
+2,280
New +$65.3K 0.01% 458

Other funds holding IYW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

JNBA Financial Advisors sold out of iShares US Technology ETF (IYW) in Q4 2016, closing a stake of 2,280 shares — an estimated $68K sold.

JNBA Financial Advisors first reported a position in IYW in Q3 2016 and held it in 1 quarter. The position peaked at $68K in Q3 2016. 248 funds tracked by Wall St. Rank hold IYW as of Q4 2016.

  • JNBA Financial Advisors reported no remaining iShares US Technology ETF position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 2,280 iShares US Technology ETF shares in Q4 2016, an estimated $68K.
  • JNBA Financial Advisors first reported a position in iShares US Technology ETF in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's iShares US Technology ETF position peaked at $68K in Q3 2016.
  • 248 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2016.

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