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JNBA Financial Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

JNBA Financial Advisors’s Portfolio XLB Stock Details XLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$5K – 1370
2016
Q3 		$5K Buy
+200
New +$4.82K ﹤0.01% 1249

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

JNBA Financial Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2016, closing a stake of 200 shares — an estimated $5K sold.

JNBA Financial Advisors first reported a position in XLB in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 406 funds tracked by Wall St. Rank hold XLB as of Q4 2016.

  • JNBA Financial Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 200 State Street Materials Select Sector SPDR ETF shares in Q4 2016, an estimated $5K.
  • JNBA Financial Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's State Street Materials Select Sector SPDR ETF position peaked at $5K in Q3 2016.
  • 406 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2016.

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