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Beach Investment Counsel’s Jabil JBL Stock Holding History

Beach Investment Counsel’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
2013
Q4 		– Sell
-18,299
Closed -$397K – 171
2013
Q3 		$397K Hold
18,299
– – 0.04% 147
2013
Q2 		$373K Buy
+18,299
New +$345K 0.04% 160

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Beach Investment Counsel's JBL Position: Q4 2013 in Review

Beach Investment Counsel sold out of Jabil (JBL) in Q4 2013, closing a stake of 18,299 shares — an estimated $397K sold.

Beach Investment Counsel first reported a position in JBL in Q2 2013 and held it in 2 quarters. The position peaked at $397K in Q3 2013. 343 funds tracked by Wall St. Rank hold JBL as of Q4 2013.

  • Beach Investment Counsel reported no remaining Jabil position as of Q4 2013 after selling out during the quarter.
  • Beach Investment Counsel sold 18,299 Jabil shares in Q4 2013, an estimated $397K.
  • Beach Investment Counsel first reported a position in Jabil in Q2 2013 and held it in 2 quarters.
  • Beach Investment Counsel's Jabil position peaked at $397K in Q3 2013.
  • 343 funds tracked by Wall St. Rank held Jabil as of Q4 2013.

Based on Beach Investment Counsel's 13F filing for Q4 2013, filed 15 Jan 2014.