JFA
NXDT

JNBA Financial Advisors’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

JNBA Financial Advisors’s Portfolio NXDT Stock Details NXDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4,350
Closed -$97K – 1048
2016
Q3 		$97K Buy
+4,350
New +$95.3K 0.01% 367

Other funds holding NXDT

HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JNBA Financial Advisors sold out of NexPoint Diversified Real Estate Trust (NXDT) in Q4 2016, closing a stake of 4,350 shares — an estimated $97K sold.

JNBA Financial Advisors first reported a position in NXDT in Q3 2016 and held it in 1 quarter. The position peaked at $97K in Q3 2016. 46 funds tracked by Wall St. Rank hold NXDT as of Q4 2016.

  • JNBA Financial Advisors reported no remaining NexPoint Diversified Real Estate Trust position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 4,350 NexPoint Diversified Real Estate Trust shares in Q4 2016, an estimated $97K.
  • JNBA Financial Advisors first reported a position in NexPoint Diversified Real Estate Trust in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's NexPoint Diversified Real Estate Trust position peaked at $97K in Q3 2016.
  • 46 funds tracked by Wall St. Rank held NexPoint Diversified Real Estate Trust as of Q4 2016.

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