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JNBA Financial Advisors’s Wolfspeed WOLF Stock Holding History

JNBA Financial Advisors’s Portfolio WOLF Stock Details WOLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-168
Closed -$4K – 1358
2016
Q3 		$4K Buy
168
+68
+68% +$1.76K ﹤0.01% 1312
2016
Q2 		$2K Hold
100
– – ﹤0.01% 476
2016
Q1 		$3K Hold
100
– – ﹤0.01% 473
2015
Q4 		$3K Hold
100
– – ﹤0.01% 451
2015
Q3 		$2K Hold
100
– – ﹤0.01% 477
2015
Q2 		$3K Hold
100
– – ﹤0.01% 458
2015
Q1 		$4K Hold
100
– – ﹤0.01% 443
2014
Q4 		$3K Sell
100
-102
-50% -$3.35K ﹤0.01% 472
2014
Q3 		$8K Buy
+202
New +$9.33K ﹤0.01% 397

Other funds holding WOLF

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JNBA Financial Advisors sold out of Wolfspeed (WOLF) in Q4 2016, closing a stake of 168 shares — an estimated $4K sold.

JNBA Financial Advisors first reported a position in WOLF in Q3 2014 and held it in 9 quarters. The position peaked at $8K in Q3 2014. 261 funds tracked by Wall St. Rank hold WOLF as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Wolfspeed position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 168 Wolfspeed shares in Q4 2016, an estimated $4K.
  • JNBA Financial Advisors first reported a position in Wolfspeed in Q3 2014 and held it in 9 quarters.
  • JNBA Financial Advisors's Wolfspeed position peaked at $8K in Q3 2014.
  • 261 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2016.

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