JFA
TWN

JNBA Financial Advisors’s Taiwan Fund TWN Stock Holding History

JNBA Financial Advisors’s Portfolio TWN Stock Details TWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-490
Closed -$8K – 1288
2016
Q3 		$8K Buy
+490
New +$8.14K ﹤0.01% 1104

Other funds holding TWN

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

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

JNBA Financial Advisors sold out of Taiwan Fund (TWN) in Q4 2016, closing a stake of 490 shares — an estimated $8K sold.

JNBA Financial Advisors first reported a position in TWN in Q3 2016 and held it in 1 quarter. The position peaked at $8K in Q3 2016. 23 funds tracked by Wall St. Rank hold TWN as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Taiwan Fund position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 490 Taiwan Fund shares in Q4 2016, an estimated $8K.
  • JNBA Financial Advisors first reported a position in Taiwan Fund in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Taiwan Fund position peaked at $8K in Q3 2016.
  • 23 funds tracked by Wall St. Rank held Taiwan Fund as of Q4 2016.

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