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JNBA Financial Advisors’s iShares Global Materials ETF MXI Stock Holding History

JNBA Financial Advisors’s Portfolio MXI Stock Details MXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-20
Closed -$1K – 446
2013
Q3 		$1K Buy
+20
New +$1.15K ﹤0.01% 403

Other funds holding MXI

Edelman Financial Services
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $534M AUM 18.5% 1-Year Est. Return

JNBA Financial Advisors's MXI Position: Q4 2013 in Review

JNBA Financial Advisors sold out of iShares Global Materials ETF (MXI) in Q4 2013, closing a stake of 20 shares — an estimated $1K sold.

JNBA Financial Advisors first reported a position in MXI in Q3 2013 and held it in 1 quarter. The position peaked at $1K in Q3 2013. 73 funds tracked by Wall St. Rank hold MXI as of Q4 2013.

  • JNBA Financial Advisors reported no remaining iShares Global Materials ETF position as of Q4 2013 after selling out during the quarter.
  • JNBA Financial Advisors sold 20 iShares Global Materials ETF shares in Q4 2013, an estimated $1K.
  • JNBA Financial Advisors first reported a position in iShares Global Materials ETF in Q3 2013 and held it in 1 quarter.
  • JNBA Financial Advisors's iShares Global Materials ETF position peaked at $1K in Q3 2013.
  • 73 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q4 2013.

Based on JNBA Financial Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.