TFA
JBGS

Transamerica Financial Advisors’s JBG SMITH JBGS Stock Holding History

Transamerica 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
2020
Q3 		– Sell
-1
Closed -$1K – 346
2020
Q2 		$1K Buy
+1
New +$31 ﹤0.01% 424
2019
Q3 		– Sell
-1
Closed -$1K – 330
2019
Q2 		$1K Buy
+1
New +$41 ﹤0.01% 479
2019
Q1 		– Sell
-2
Closed -$1K – 293
2018
Q4 		$1K Hold
2
– – ﹤0.01% 444
2018
Q3 		$1K Sell
2
-3
-60% -$110 ﹤0.01% 448
2018
Q2 		$1K Hold
5
– – ﹤0.01% 416
2018
Q1 		$1K Sell
5
-1
-17% -$33 ﹤0.01% 396
2017
Q4 		$1K Sell
6
-1
-14% -$33 ﹤0.01% 375
2017
Q3 		$1K Buy
+7
New +$237 ﹤0.01% 370

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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Transamerica Financial Advisors's JBGS Position: Q3 2020 in Review

Transamerica Financial Advisors sold out of JBG SMITH (JBGS) in Q3 2020, closing a stake of 1 share — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in JBGS in Q3 2017 and held it in 8 quarters. The position peaked at $1K in Q2 2020. 232 funds tracked by Wall St. Rank hold JBGS as of Q3 2020.

  • Transamerica Financial Advisors reported no remaining JBG SMITH position as of Q3 2020 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1 JBG SMITH share in Q3 2020, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in JBG SMITH in Q3 2017 and held it in 8 quarters.
  • Transamerica Financial Advisors's JBG SMITH position peaked at $1K in Q2 2020.
  • 232 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2020.

Based on Transamerica Financial Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.