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Cobiz Wealth’s Jacobs Solutions J Stock Holding History

Cobiz Wealth’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
2013
Q3 		– Sell
-2,599
Closed -$119K – 244
2013
Q2 		$119K Buy
+2,599
New +$115K 0.03% 122

Other funds holding J

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Cobiz Wealth's J Position: Q3 2013 in Review

Cobiz Wealth sold out of Jacobs Solutions (J) in Q3 2013, closing a stake of 2,599 shares — an estimated $119K sold.

Cobiz Wealth first reported a position in J in Q2 2013 and held it in 1 quarter. The position peaked at $119K in Q2 2013. 462 funds tracked by Wall St. Rank hold J as of Q3 2013.

  • Cobiz Wealth reported no remaining Jacobs Solutions position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 2,599 Jacobs Solutions shares in Q3 2013, an estimated $119K.
  • Cobiz Wealth first reported a position in Jacobs Solutions in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's Jacobs Solutions position peaked at $119K in Q2 2013.
  • 462 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.