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JNBA Financial Advisors’s PLDT PHI Stock Holding History

JNBA Financial Advisors’s Portfolio PHI Stock Details PHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-399
Closed -$14K – 1095
2016
Q3 		$14K Buy
+399
New +$16.1K ﹤0.01% 929

Other funds holding PHI

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BSPF
British Steel Pension Fund London, United Kingdom $410M AUM 11.96% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

JNBA Financial Advisors sold out of PLDT (PHI) in Q4 2016, closing a stake of 399 shares — an estimated $14K sold.

JNBA Financial Advisors first reported a position in PHI in Q3 2016 and held it in 1 quarter. The position peaked at $14K in Q3 2016. 70 funds tracked by Wall St. Rank hold PHI as of Q4 2016.

  • JNBA Financial Advisors reported no remaining PLDT position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 399 PLDT shares in Q4 2016, an estimated $14K.
  • JNBA Financial Advisors first reported a position in PLDT in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's PLDT position peaked at $14K in Q3 2016.
  • 70 funds tracked by Wall St. Rank held PLDT as of Q4 2016.

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