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Baltimore-Washington Financial Advisors’s Jabil JBL Stock Holding History

Baltimore-Washington Financial Advisors’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
2015
Q2 		– Sell
-66
Closed -$2K – 245
2015
Q1 		$2K Buy
+66
New +$1.44K ﹤0.01% 261

Other funds holding JBL

Vanguard Group
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Baltimore-Washington Financial Advisors's JBL Position: Q2 2015 in Review

Baltimore-Washington Financial Advisors sold out of Jabil (JBL) in Q2 2015, closing a stake of 66 shares — an estimated $2K sold.

Baltimore-Washington Financial Advisors first reported a position in JBL in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 314 funds tracked by Wall St. Rank hold JBL as of Q2 2015.

  • Baltimore-Washington Financial Advisors reported no remaining Jabil position as of Q2 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 66 Jabil shares in Q2 2015, an estimated $2K.
  • Baltimore-Washington Financial Advisors first reported a position in Jabil in Q1 2015 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Jabil position peaked at $2K in Q1 2015.
  • 314 funds tracked by Wall St. Rank held Jabil as of Q2 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2015, filed 15 Jul 2015.