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JNBA Financial Advisors’s Invesco International Corporate Bond ETF PICB Stock Holding History

JNBA Financial Advisors’s Portfolio PICB Stock Details PICB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-445
Closed -$12K – 1097
2016
Q3 		$12K Buy
+445
New +$11.8K ﹤0.01% 972

Other funds holding PICB

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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
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JNBA Financial Advisors sold out of Invesco International Corporate Bond ETF (PICB) in Q4 2016, closing a stake of 445 shares — an estimated $12K sold.

JNBA Financial Advisors first reported a position in PICB in Q3 2016 and held it in 1 quarter. The position peaked at $12K in Q3 2016. 46 funds tracked by Wall St. Rank hold PICB as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Invesco International Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 445 Invesco International Corporate Bond ETF shares in Q4 2016, an estimated $12K.
  • JNBA Financial Advisors first reported a position in Invesco International Corporate Bond ETF in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Invesco International Corporate Bond ETF position peaked at $12K in Q3 2016.
  • 46 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q4 2016.

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