Advisory Research’s Jacobs Solutions J Stock Holding History

Advisory Research’s Portfolio J Stock Details J Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-1,373	Closed	-$72K	–	499
2014 Q1	$72K	Buy	+1,373	New	+$70.7K	﹤0.01%	419

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Advisory Research's J Position: Q2 2014 in Review

Advisory Research sold out of Jacobs Solutions (J) in Q2 2014, closing a stake of 1,373 shares — an estimated $72K sold.

Advisory Research first reported a position in J in Q1 2014 and held it in 1 quarter. The position peaked at $72K in Q1 2014. 480 funds tracked by Wall St. Rank hold J as of Q2 2014.

Advisory Research reported no remaining Jacobs Solutions position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 1,373 Jacobs Solutions shares in Q2 2014, an estimated $72K.
Advisory Research first reported a position in Jacobs Solutions in Q1 2014 and held it in 1 quarter.
Advisory Research's Jacobs Solutions position peaked at $72K in Q1 2014.
480 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.