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JNBA Financial Advisors’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

JNBA Financial Advisors’s Portfolio QVAL Stock Details QVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-385
Closed -$12K – 685
2018
Q3 		$12K Buy
+385
New +$12.2K 0.01% 363

Other funds holding QVAL

Empirical Finance
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $228M AUM 36.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JNBA Financial Advisors's QVAL Position: Q4 2018 in Review

JNBA Financial Advisors sold out of Alpha Architect US Quantitative Value ETF (QVAL) in Q4 2018, closing a stake of 385 shares — an estimated $12K sold.

JNBA Financial Advisors first reported a position in QVAL in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 15 funds tracked by Wall St. Rank hold QVAL as of Q4 2018.

  • JNBA Financial Advisors reported no remaining Alpha Architect US Quantitative Value ETF position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 385 Alpha Architect US Quantitative Value ETF shares in Q4 2018, an estimated $12K.
  • JNBA Financial Advisors first reported a position in Alpha Architect US Quantitative Value ETF in Q3 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's Alpha Architect US Quantitative Value ETF position peaked at $12K in Q3 2018.
  • 15 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.