David Rolfe’s Jacobs Solutions J Stock Holding History

David Rolfe’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
2016 Q2	–	Sell	-6,045	Closed	-$217K	–	36
2016 Q1	$217K	Buy	+6,045	New	+$197K	﹤0.01%	37

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

RCG

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

David Rolfe's J Position: Q2 2016 in Review

David Rolfe sold out of Jacobs Solutions (J) in Q2 2016, closing a stake of 6,045 shares — an estimated $217K sold.

David Rolfe first reported a position in J in Q1 2016 and held it in 1 quarter. The position peaked at $217K in Q1 2016. 453 funds tracked by Wall St. Rank hold J as of Q2 2016.

David Rolfe reported no remaining Jacobs Solutions position as of Q2 2016 after selling out during the quarter.
David Rolfe sold 6,045 Jacobs Solutions shares in Q2 2016, an estimated $217K.
David Rolfe first reported a position in Jacobs Solutions in Q1 2016 and held it in 1 quarter.
David Rolfe's Jacobs Solutions position peaked at $217K in Q1 2016.
453 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2016.

Based on Wedgewood Partners's 13F filing for Q2 2016, filed 15 Aug 2016.