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JNBA Financial Advisors’s WESCO International WCC Stock Holding History

JNBA Financial Advisors’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-115
Closed -$7K – 1345
2016
Q3 		$7K Buy
+115
New +$6.59K ﹤0.01% 1145

Other funds holding WCC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JNBA Financial Advisors sold out of WESCO International (WCC) in Q4 2016, closing a stake of 115 shares — an estimated $7K sold.

JNBA Financial Advisors first reported a position in WCC in Q3 2016 and held it in 1 quarter. The position peaked at $7K in Q3 2016. 258 funds tracked by Wall St. Rank hold WCC as of Q4 2016.

  • JNBA Financial Advisors reported no remaining WESCO International position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 115 WESCO International shares in Q4 2016, an estimated $7K.
  • JNBA Financial Advisors first reported a position in WESCO International in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's WESCO International position peaked at $7K in Q3 2016.
  • 258 funds tracked by Wall St. Rank held WESCO International as of Q4 2016.

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