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Sequoia Wealth Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Sequoia Wealth Management’s Portfolio JMBS Stock Details JMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-14,731
Closed -$763K – 62
2019
Q2 		$763K Sell
14,731
-1,360
-8% -$69.9K 0.72% 23
2019
Q1 		$826K Buy
+16,091
New +$816K 0.67% 30

Other funds holding JMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Sequoia Wealth Management's JMBS Position: Q3 2019 in Review

Sequoia Wealth Management sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q3 2019, closing a stake of 14,731 shares — an estimated $763K sold.

Sequoia Wealth Management first reported a position in JMBS in Q1 2019 and held it in 2 quarters. The position peaked at $826K in Q1 2019. 22 funds tracked by Wall St. Rank hold JMBS as of Q3 2019.

  • Sequoia Wealth Management reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q3 2019 after selling out during the quarter.
  • Sequoia Wealth Management sold 14,731 Janus Henderson Mortgage-Backed Securities ETF shares in Q3 2019, an estimated $763K.
  • Sequoia Wealth Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2019 and held it in 2 quarters.
  • Sequoia Wealth Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $826K in Q1 2019.
  • 22 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q3 2019.

Based on Sequoia Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.