JFA
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JNBA Financial Advisors’s Plexus PLXS Stock Holding History

JNBA Financial Advisors’s Portfolio PLXS Stock Details PLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-800
Closed -$37K – 1105
2016
Q3 		$37K Buy
+800
New +$36.7K 0.01% 612

Other funds holding PLXS

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

JNBA Financial Advisors sold out of Plexus (PLXS) in Q4 2016, closing a stake of 800 shares — an estimated $37K sold.

JNBA Financial Advisors first reported a position in PLXS in Q3 2016 and held it in 1 quarter. The position peaked at $37K in Q3 2016. 203 funds tracked by Wall St. Rank hold PLXS as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Plexus position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 800 Plexus shares in Q4 2016, an estimated $37K.
  • JNBA Financial Advisors first reported a position in Plexus in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Plexus position peaked at $37K in Q3 2016.
  • 203 funds tracked by Wall St. Rank held Plexus as of Q4 2016.

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