PFA
JBGS

Pathway Financial Advisors’s JBG SMITH JBGS Stock Holding History

Pathway Financial Advisors’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-702
Closed -$26K – 237
2018
Q2 		$26K Hold
702
– – 0.02% 319
2018
Q1 		$24K Hold
702
– – 0.01% 330
2017
Q4 		$24K Buy
+702
New +$23.2K 0.01% 342

Other funds holding JBGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
YU
Yale University New Haven, Connecticut $2.05M AUM 1.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Pathway Financial Advisors's JBGS Position: Q3 2018 in Review

Pathway Financial Advisors sold out of JBG SMITH (JBGS) in Q3 2018, closing a stake of 702 shares — an estimated $26K sold.

Pathway Financial Advisors first reported a position in JBGS in Q4 2017 and held it in 3 quarters. The position peaked at $26K in Q2 2018. 287 funds tracked by Wall St. Rank hold JBGS as of Q3 2018.

  • Pathway Financial Advisors reported no remaining JBG SMITH position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 702 JBG SMITH shares in Q3 2018, an estimated $26K.
  • Pathway Financial Advisors first reported a position in JBG SMITH in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's JBG SMITH position peaked at $26K in Q2 2018.
  • 287 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.