FANJ
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Financial Architects (New Jersey)’s Jacobs Solutions J Stock Holding History

Financial Architects (New Jersey)’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
2018
Q4 		– Sell
-2,055
Closed -$130K – 1413
2018
Q3 		$130K Buy
+2,055
New +$121K 0.02% 400

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Financial Architects (New Jersey)'s J Position: Q4 2016 in Review

Financial Architects (New Jersey) sold out of Jacobs Solutions (J) in Q4 2016, closing a stake of 60 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in J in Q1 2016 and held it in 3 quarters. The position peaked at $3K in Q3 2016. 488 funds tracked by Wall St. Rank hold J as of Q4 2016.

  • Financial Architects (New Jersey) reported no remaining Jacobs Solutions position as of Q4 2016 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 60 Jacobs Solutions shares in Q4 2016, an estimated $3K.
  • Financial Architects (New Jersey) first reported a position in Jacobs Solutions in Q1 2016 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s Jacobs Solutions position peaked at $3K in Q3 2016.
  • 488 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2016, filed 6 Feb 2017.