CT Financial Advisors’s Jacobs Solutions J Stock Holding History

CT Financial 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
2017 Q1	$16.9K	Hold	369	–	–	0.01%	384
2016 Q4	$17.4K	Hold	369	–	–	0.01%	367
2016 Q3	$15.8K	Hold	369	–	–	0.01%	376
2016 Q2	$15.2K	Hold	369	–	–	0.01%	378
2016 Q1	$13.3K	Hold	369	–	–	0.01%	415
2015 Q4	$12.8K	Hold	369	–	–	0.01%	424
2015 Q3	$11.4K	Hold	369	–	–	0.01%	441
2015 Q2	$12.4K	Hold	369	–	–	0.01%	440
2015 Q1	$13.8K	Hold	369	–	–	0.01%	430
2014 Q4	$13.6K	Buy	+369	New	+$14.1K	0.01%	352
2014 Q1	$13.8K	Buy	+369	New	+$19K	0.01%	430

Other funds holding J

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

CT Financial Advisors's J Position: Q1 2017 in Review

CT Financial Advisors held its Jacobs Solutions (J) position steady in Q1 2017 at 369 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #384.

CT Financial Advisors first reported a position in J in Q1 2014 and has held it in 11 quarters since. The position peaked at $17.4K in Q4 2016. 485 funds tracked by Wall St. Rank hold J as of Q1 2017.

CT Financial Advisors held 369 shares of Jacobs Solutions worth $16.9K as of Q1 2017.
CT Financial Advisors left its Jacobs Solutions share count unchanged in Q1 2017.
Jacobs Solutions made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #384 holding.
CT Financial Advisors first reported a position in Jacobs Solutions in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Jacobs Solutions position peaked at $17.4K in Q4 2016.
485 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.