EWM
J icon

Edge Wealth Management’s Jacobs Solutions J Stock Holding History

Edge Wealth 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
2017
Q1 		– Sell
-459
Closed -$22K – 528
2016
Q4 		$22K Hold
459
– – 0.01% 266
2016
Q3 		$20K Hold
459
– – 0.01% 272
2016
Q2 		$19K Buy
+459
New +$18.1K 0.01% 257

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Edge Wealth Management's J Position: Q1 2017 in Review

Edge Wealth Management sold out of Jacobs Solutions (J) in Q1 2017, closing a stake of 459 shares — an estimated $22K sold.

Edge Wealth Management first reported a position in J in Q2 2016 and held it in 3 quarters. The position peaked at $22K in Q4 2016. 486 funds tracked by Wall St. Rank hold J as of Q1 2017.

  • Edge Wealth Management reported no remaining Jacobs Solutions position as of Q1 2017 after selling out during the quarter.
  • Edge Wealth Management sold 459 Jacobs Solutions shares in Q1 2017, an estimated $22K.
  • Edge Wealth Management first reported a position in Jacobs Solutions in Q2 2016 and held it in 3 quarters.
  • Edge Wealth Management's Jacobs Solutions position peaked at $22K in Q4 2016.
  • 486 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2017.

Based on Edge Wealth Management's 13F filing for Q1 2017, filed 12 Apr 2017.