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JNBA Financial Advisors’s Smith & Wesson SWBI Stock Holding History

JNBA Financial Advisors’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-130
Closed -$1K – 694
2019
Q2 		$1K Buy
+130
New +$921 ﹤0.01% 649
2016
Q4 		– Sell
-651
Closed -$13K – 1234
2016
Q3 		$13K Buy
+651
New +$14.2K ﹤0.01% 951

Other funds holding SWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

JNBA Financial Advisors's SWBI Position: Q3 2019 in Review

JNBA Financial Advisors sold out of Smith & Wesson (SWBI) in Q3 2019, closing a stake of 130 shares — an estimated $1K sold.

JNBA Financial Advisors first reported a position in SWBI in Q3 2016 and held it in 2 quarters. The position peaked at $13K in Q3 2016. 151 funds tracked by Wall St. Rank hold SWBI as of Q3 2019.

  • JNBA Financial Advisors reported no remaining Smith & Wesson position as of Q3 2019 after selling out during the quarter.
  • JNBA Financial Advisors sold 130 Smith & Wesson shares in Q3 2019, an estimated $1K.
  • JNBA Financial Advisors first reported a position in Smith & Wesson in Q3 2016 and held it in 2 quarters.
  • JNBA Financial Advisors's Smith & Wesson position peaked at $13K in Q3 2016.
  • 151 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2019.

Based on JNBA Financial Advisors's 13F filing for Q3 2019, filed 1 Nov 2019.