Avantax Planning Partners’s Jabil JBL Stock Holding History

Avantax Planning Partners’s Portfolio JBL Stock Details JBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-89	Closed	-$3K	–	860
2018 Q1	$3K	Buy	+89	New	+$2.42K	﹤0.01%	1518

Other funds holding JBL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Avantax Planning Partners's JBL Position: Q2 2018 in Review

Avantax Planning Partners sold out of Jabil (JBL) in Q2 2018, closing a stake of 89 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in JBL in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 327 funds tracked by Wall St. Rank hold JBL as of Q2 2018.

Avantax Planning Partners reported no remaining Jabil position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 89 Jabil shares in Q2 2018, an estimated $3K.
Avantax Planning Partners first reported a position in Jabil in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Jabil position peaked at $3K in Q1 2018.
327 funds tracked by Wall St. Rank held Jabil as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.