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JNBA Financial Advisors’s News Corp Class A NWSA Stock Holding History

JNBA Financial Advisors’s Portfolio NWSA Stock Details NWSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-549
Closed -$8K – 618
2019
Q3 		$8K Buy
+549
New +$7.5K ﹤0.01% 431
2016
Q4 		– Sell
-149
Closed -$2K – 1047
2016
Q3 		$2K Buy
+149
New +$1.97K ﹤0.01% 1437

Other funds holding NWSA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JNBA Financial Advisors's NWSA Position: Q4 2019 in Review

JNBA Financial Advisors sold out of News Corp Class A (NWSA) in Q4 2019, closing a stake of 549 shares — an estimated $8K sold.

JNBA Financial Advisors first reported a position in NWSA in Q3 2016 and held it in 2 quarters. The position peaked at $8K in Q3 2019. 347 funds tracked by Wall St. Rank hold NWSA as of Q4 2019.

  • JNBA Financial Advisors reported no remaining News Corp Class A position as of Q4 2019 after selling out during the quarter.
  • JNBA Financial Advisors sold 549 News Corp Class A shares in Q4 2019, an estimated $8K.
  • JNBA Financial Advisors first reported a position in News Corp Class A in Q3 2016 and held it in 2 quarters.
  • JNBA Financial Advisors's News Corp Class A position peaked at $8K in Q3 2019.
  • 347 funds tracked by Wall St. Rank held News Corp Class A as of Q4 2019.

Based on JNBA Financial Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.