Capital Advisors Inc’s Jacobs Solutions J Stock Holding History

Capital Advisors Inc’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
2017 Q2	–	Sell	-6,045	Closed	-$276K	–	203
2017 Q1	$276K	Buy	+6,045	New	+$286K	0.02%	161

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

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

RCG

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Advisors Inc's J Position: Q2 2017 in Review

Capital Advisors Inc sold out of Jacobs Solutions (J) in Q2 2017, closing a stake of 6,045 shares — an estimated $276K sold.

Capital Advisors Inc first reported a position in J in Q1 2017 and held it in 1 quarter. The position peaked at $276K in Q1 2017. 465 funds tracked by Wall St. Rank hold J as of Q2 2017.

Capital Advisors Inc reported no remaining Jacobs Solutions position as of Q2 2017 after selling out during the quarter.
Capital Advisors Inc sold 6,045 Jacobs Solutions shares in Q2 2017, an estimated $276K.
Capital Advisors Inc first reported a position in Jacobs Solutions in Q1 2017 and held it in 1 quarter.
Capital Advisors Inc's Jacobs Solutions position peaked at $276K in Q1 2017.
465 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2017.

Based on Capital Advisors Inc's 13F filing for Q2 2017, filed 9 Aug 2017.