Burt Wealth Advisors’s Jacobs Solutions J Stock Holding History

Burt Wealth 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
2016 Q2	–	Sell	-23	Closed	-$1K	–	492
2016 Q1	$1K	Buy	+23	New	+$751	﹤0.01%	516

Other funds holding J

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Burt Wealth Advisors's J Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Jacobs Solutions (J) in Q2 2016, closing a stake of 23 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in J in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 453 funds tracked by Wall St. Rank hold J as of Q2 2016.

Burt Wealth Advisors reported no remaining Jacobs Solutions position as of Q2 2016 after selling out during the quarter.
Burt Wealth Advisors sold 23 Jacobs Solutions shares in Q2 2016, an estimated $1K.
Burt Wealth Advisors first reported a position in Jacobs Solutions in Q1 2016 and held it in 1 quarter.
Burt Wealth Advisors's Jacobs Solutions position peaked at $1K in Q1 2016.
453 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.