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JNBA Financial Advisors’s Onto Innovation ONTO Stock Holding History

JNBA Financial Advisors’s Portfolio ONTO Stock Details ONTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-100
Closed -$2K – 490
2013
Q4 		$2K Sell
100
-1,000
-91% -$17.5K ﹤0.01% 402
2013
Q3 		$18K Buy
+1,100
New +$16.6K 0.01% 248

Other funds holding ONTO

WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 ONTO Position: Q1 2014 in Review

JNBA Financial Advisors sold out of Onto Innovation (ONTO) in Q1 2014, closing a stake of 100 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in ONTO in Q3 2013 and held it in 2 quarters. The position peaked at $18K in Q3 2013. 90 funds tracked by Wall St. Rank hold ONTO as of Q1 2014.

  • JNBA Financial Advisors reported no remaining Onto Innovation position as of Q1 2014 after selling out during the quarter.
  • JNBA Financial Advisors sold 100 Onto Innovation shares in Q1 2014, an estimated $2K.
  • JNBA Financial Advisors first reported a position in Onto Innovation in Q3 2013 and held it in 2 quarters.
  • JNBA Financial Advisors's Onto Innovation position peaked at $18K in Q3 2013.
  • 90 funds tracked by Wall St. Rank held Onto Innovation as of Q1 2014.

Based on JNBA Financial Advisors's 13F filing for Q1 2014, filed 5 May 2014.