CA Family Wealth’s JBG SMITH JBGS Stock Holding History

CA Family Wealth’s Portfolio JBGS Stock Details JBGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,986	Closed	-$239K	–	95
2019 Q4	$239K	Buy	+5,986	New	+$237K	0.16%	100

Other funds holding JBGS

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

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CA Family Wealth's JBGS Position: Q1 2020 in Review

CA Family Wealth sold out of JBG SMITH (JBGS) in Q1 2020, closing a stake of 5,986 shares — an estimated $239K sold.

CA Family Wealth first reported a position in JBGS in Q4 2019 and held it in 1 quarter. The position peaked at $239K in Q4 2019. 255 funds tracked by Wall St. Rank hold JBGS as of Q1 2020.

CA Family Wealth reported no remaining JBG SMITH position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 5,986 JBG SMITH shares in Q1 2020, an estimated $239K.
CA Family Wealth first reported a position in JBG SMITH in Q4 2019 and held it in 1 quarter.
CA Family Wealth's JBG SMITH position peaked at $239K in Q4 2019.
255 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.