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 $5.7T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return