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WFG Advisors’s John B. Sanfilippo & Son JBSS Stock Holding History

WFG Advisors’s Portfolio JBSS Stock Details JBSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-150
Closed -$11K – 1607
2017
Q1 		$11K Hold
150
– – ﹤0.01% 1043
2016
Q4 		$11K Buy
+150
New +$9.22K ﹤0.01% 1078

Other funds holding JBSS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WFG Advisors's JBSS Position: Q2 2017 in Review

WFG Advisors sold out of John B. Sanfilippo & Son (JBSS) in Q2 2017, closing a stake of 150 shares — an estimated $11K sold.

WFG Advisors first reported a position in JBSS in Q4 2016 and held it in 2 quarters. The position peaked at $11K in Q1 2017. 135 funds tracked by Wall St. Rank hold JBSS as of Q2 2017.

  • WFG Advisors reported no remaining John B. Sanfilippo & Son position as of Q2 2017 after selling out during the quarter.
  • WFG Advisors sold 150 John B. Sanfilippo & Son shares in Q2 2017, an estimated $11K.
  • WFG Advisors first reported a position in John B. Sanfilippo & Son in Q4 2016 and held it in 2 quarters.
  • WFG Advisors's John B. Sanfilippo & Son position peaked at $11K in Q1 2017.
  • 135 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.