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JNBA Financial Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

JNBA Financial Advisors’s Portfolio PBE Stock Details PBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-213
Closed -$9K – 1081
2016
Q3 		$9K Buy
+213
New +$8.75K ﹤0.01% 1054

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

JNBA Financial Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q4 2016, closing a stake of 213 shares — an estimated $9K sold.

JNBA Financial Advisors first reported a position in PBE in Q3 2016 and held it in 1 quarter. The position peaked at $9K in Q3 2016. 68 funds tracked by Wall St. Rank hold PBE as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 213 Invesco Biotechnology & Genome ETF shares in Q4 2016, an estimated $9K.
  • JNBA Financial Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Invesco Biotechnology & Genome ETF position peaked at $9K in Q3 2016.
  • 68 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2016.

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