JFA
WSTC

JNBA Financial Advisors’s West Corporation WSTC Stock Holding History

JNBA Financial Advisors’s Portfolio WSTC Stock Details WSTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-288
Closed -$6K – 1630
2016
Q3 		$6K Buy
+288
New +$6.45K ﹤0.01% 1209

Other funds holding WSTC

THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
QGI
Quadrangle GP Investors New York $93.6M AUM 10.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

JNBA Financial Advisors sold out of West Corporation (WSTC) in Q4 2016, closing a stake of 288 shares — an estimated $6K sold.

JNBA Financial Advisors first reported a position in WSTC in Q3 2016 and held it in 1 quarter. The position peaked at $6K in Q3 2016. 147 funds tracked by Wall St. Rank hold WSTC as of Q4 2016.

  • JNBA Financial Advisors reported no remaining West Corporation position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 288 West Corporation shares in Q4 2016, an estimated $6K.
  • JNBA Financial Advisors first reported a position in West Corporation in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's West Corporation position peaked at $6K in Q3 2016.
  • 147 funds tracked by Wall St. Rank held West Corporation as of Q4 2016.

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