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JNBA Financial Advisors’s Coca-Cola Femsa KOF Stock Holding History

JNBA Financial Advisors’s Portfolio KOF Stock Details KOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-183
Closed -$14K – 935
2016
Q3 		$14K Buy
+183
New +$14.2K ﹤0.01% 924

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

JNBA Financial Advisors sold out of Coca-Cola Femsa (KOF) in Q4 2016, closing a stake of 183 shares — an estimated $14K sold.

JNBA Financial Advisors first reported a position in KOF in Q3 2016 and held it in 1 quarter. The position peaked at $14K in Q3 2016. 108 funds tracked by Wall St. Rank hold KOF as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Coca-Cola Femsa position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 183 Coca-Cola Femsa shares in Q4 2016, an estimated $14K.
  • JNBA Financial Advisors first reported a position in Coca-Cola Femsa in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Coca-Cola Femsa position peaked at $14K in Q3 2016.
  • 108 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2016.

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