Avantax Planning Partners’s Jacobs Solutions J Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-121	Closed	-$8K	–	754
2018 Q3	$8K	Buy	+121	New	+$7.1K	﹤0.01%	941
2018 Q2	–	Sell	-461	Closed	-$22K	–	856
2018 Q1	$22K	Buy	+461	New	+$24.4K	﹤0.01%	749

Other funds holding J

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Avantax Planning Partners's J Position: Q4 2018 in Review

Avantax Planning Partners sold out of Jacobs Solutions (J) in Q4 2018, closing a stake of 121 shares — an estimated $8K sold.

Avantax Planning Partners first reported a position in J in Q1 2018 and held it in 2 quarters. The position peaked at $22K in Q1 2018. 530 funds tracked by Wall St. Rank hold J as of Q4 2018.

Avantax Planning Partners reported no remaining Jacobs Solutions position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 121 Jacobs Solutions shares in Q4 2018, an estimated $8K.
Avantax Planning Partners first reported a position in Jacobs Solutions in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Jacobs Solutions position peaked at $22K in Q1 2018.
530 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.