AWM
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AllSquare Wealth Management’s Jacobs Solutions J Stock Holding History

AllSquare Wealth Management’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
2015
Q4 		– Sell
-163
Closed -$5K – 310
2015
Q3 		$5K Buy
+163
New +$5.45K 0.01% 254

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AllSquare Wealth Management's J Position: Q4 2015 in Review

AllSquare Wealth Management sold out of Jacobs Solutions (J) in Q4 2015, closing a stake of 163 shares — an estimated $5K sold.

AllSquare Wealth Management first reported a position in J in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 438 funds tracked by Wall St. Rank hold J as of Q4 2015.

  • AllSquare Wealth Management reported no remaining Jacobs Solutions position as of Q4 2015 after selling out during the quarter.
  • AllSquare Wealth Management sold 163 Jacobs Solutions shares in Q4 2015, an estimated $5K.
  • AllSquare Wealth Management first reported a position in Jacobs Solutions in Q3 2015 and held it in 1 quarter.
  • AllSquare Wealth Management's Jacobs Solutions position peaked at $5K in Q3 2015.
  • 438 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2015.

Based on AllSquare Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.