Aldebaran Financial’s Jacobs Solutions J Stock Holding History

Aldebaran Financial’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 Q4	–	Sell	-5,017	Closed	-$203K	–	115
2014 Q3	$203K	Hold	5,017	–	–	0.18%	105
2014 Q2	$221K	Buy	5,017 +786	+19%	+$37.4K	0.17%	108
2014 Q1	$222K	Sell	4,231 -786	-16%	-$40.5K	0.19%	109
2013 Q4	$261K	Buy	+5,017	New	+$249K	0.25%	96

Other funds holding J

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

BIT

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Aldebaran Financial's J Position: Q4 2014 in Review

Aldebaran Financial sold out of Jacobs Solutions (J) in Q4 2014, closing a stake of 5,017 shares — an estimated $203K sold.

Aldebaran Financial first reported a position in J in Q4 2013 and held it in 4 quarters. The position peaked at $261K in Q4 2013. 450 funds tracked by Wall St. Rank hold J as of Q4 2014.

Aldebaran Financial reported no remaining Jacobs Solutions position as of Q4 2014 after selling out during the quarter.
Aldebaran Financial sold 5,017 Jacobs Solutions shares in Q4 2014, an estimated $203K.
Aldebaran Financial first reported a position in Jacobs Solutions in Q4 2013 and held it in 4 quarters.
Aldebaran Financial's Jacobs Solutions position peaked at $261K in Q4 2013.
450 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2014.

Based on Aldebaran Financial's 13F filing for Q4 2014, filed 13 Feb 2015.