JFA
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JNBA Financial Advisors’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

JNBA Financial Advisors’s Portfolio QEFA Stock Details QEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,350
Closed -$75K – 1122
2016
Q3 		$75K Buy
+1,350
New +$74.3K 0.01% 424

Other funds holding QEFA

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JNBA Financial Advisors sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q4 2016, closing a stake of 1,350 shares — an estimated $75K sold.

JNBA Financial Advisors first reported a position in QEFA in Q3 2016 and held it in 1 quarter. The position peaked at $75K in Q3 2016. 8 funds tracked by Wall St. Rank hold QEFA as of Q4 2016.

  • JNBA Financial Advisors reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,350 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q4 2016, an estimated $75K.
  • JNBA Financial Advisors first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $75K in Q3 2016.
  • 8 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q4 2016.

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