JFA
SEA

JNBA Financial Advisors’s Invesco Shipping ETF SEA Stock Holding History

JNBA Financial Advisors’s Portfolio SEA Stock Details SEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-180,500
Closed -$2.08M – 1610
2016
Q3 		$2.08M Buy
+180,500
New +$2.04M 0.3% 30

Other funds holding SEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JNBA Financial Advisors sold out of Invesco Shipping ETF (SEA) in Q4 2016, closing a stake of 180,500 shares — an estimated $2.08M sold.

JNBA Financial Advisors first reported a position in SEA in Q3 2016 and held it in 1 quarter. The position peaked at $2.08M in Q3 2016. 25 funds tracked by Wall St. Rank hold SEA as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Invesco Shipping ETF position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 180,500 Invesco Shipping ETF shares in Q4 2016, an estimated $2.08M.
  • JNBA Financial Advisors first reported a position in Invesco Shipping ETF in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Invesco Shipping ETF position peaked at $2.08M in Q3 2016.
  • 25 funds tracked by Wall St. Rank held Invesco Shipping ETF as of Q4 2016.

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