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Apriem Advisors’s Jacobs Solutions J Stock Holding History

Apriem Advisors’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
2017
Q2 		– Sell
-25
Closed -$1K – 342
2017
Q1 		$1K Hold
25
– – ﹤0.01% 632
2016
Q4 		$1K Buy
+25
New +$1.15K ﹤0.01% 668
2015
Q3 		– Sell
-121
Closed -$4K – 555
2015
Q2 		$4K Buy
+121
New +$4.42K ﹤0.01% 521

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Apriem Advisors's J Position: Q2 2017 in Review

Apriem Advisors sold out of Jacobs Solutions (J) in Q2 2017, closing a stake of 25 shares — an estimated $1K sold.

Apriem Advisors first reported a position in J in Q2 2015 and held it in 3 quarters. The position peaked at $4K in Q2 2015. 465 funds tracked by Wall St. Rank hold J as of Q2 2017.

  • Apriem Advisors reported no remaining Jacobs Solutions position as of Q2 2017 after selling out during the quarter.
  • Apriem Advisors sold 25 Jacobs Solutions shares in Q2 2017, an estimated $1K.
  • Apriem Advisors first reported a position in Jacobs Solutions in Q2 2015 and held it in 3 quarters.
  • Apriem Advisors's Jacobs Solutions position peaked at $4K in Q2 2015.
  • 465 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.