Congress Asset Management’s Jacobs Solutions J Stock Holding History

Congress Asset Management’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
2014 Q3	–	Sell	-4,788	Closed	-$211K	–	241
2014 Q2	$211K	Hold	4,788	–	–	0.01%	233
2014 Q1	$251K	Hold	4,788	–	–	0.01%	226
2013 Q4	$249K	Hold	4,788	–	–	0.01%	216
2013 Q3	$230K	Hold	4,788	–	–	0.01%	215
2013 Q2	$218K	Buy	+4,788	New	+$213K	0.01%	215

Other funds holding J

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

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

Primecap Management Pasadena, California $169B AUM 114.72% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

RCG

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

BIT

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Asset Management's J Position: Q3 2014 in Review

Congress Asset Management sold out of Jacobs Solutions (J) in Q3 2014, closing a stake of 4,788 shares — an estimated $211K sold.

Congress Asset Management first reported a position in J in Q2 2013 and held it in 5 quarters. The position peaked at $251K in Q1 2014. 460 funds tracked by Wall St. Rank hold J as of Q3 2014.

Congress Asset Management reported no remaining Jacobs Solutions position as of Q3 2014 after selling out during the quarter.
Congress Asset Management sold 4,788 Jacobs Solutions shares in Q3 2014, an estimated $211K.
Congress Asset Management first reported a position in Jacobs Solutions in Q2 2013 and held it in 5 quarters.
Congress Asset Management's Jacobs Solutions position peaked at $251K in Q1 2014.
460 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2014.

Based on Congress Asset Management's 13F filing for Q3 2014, filed 12 Nov 2014.