JFA
PIV

JNBA Financial Advisors’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

JNBA Financial Advisors’s Portfolio PIV Stock Details PIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,528
Closed -$38K – 1712
2016
Q3 		$38K Buy
+1,528
New +$38K 0.01% 607

Other funds holding PIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

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

JNBA Financial Advisors sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q4 2016, closing a stake of 1,528 shares — an estimated $38K sold.

JNBA Financial Advisors first reported a position in PIV in Q3 2016 and held it in 1 quarter. The position peaked at $38K in Q3 2016. 81 funds tracked by Wall St. Rank hold PIV as of Q4 2016.

  • JNBA Financial Advisors reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,528 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q4 2016, an estimated $38K.
  • JNBA Financial Advisors first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $38K in Q3 2016.
  • 81 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q4 2016.

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