FFW
JBGS

Fusion Family Wealth’s JBG SMITH JBGS Stock Holding History

Fusion Family Wealth’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-375
Closed -$13K – 287
2017
Q4 		$13K Buy
+375
New +$12.4K ﹤0.01% 202

Other funds holding JBGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
YU
Yale University New Haven, Connecticut $2.05M AUM 1.81% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fusion Family Wealth's JBGS Position: Q1 2018 in Review

Fusion Family Wealth sold out of JBG SMITH (JBGS) in Q1 2018, closing a stake of 375 shares — an estimated $13K sold.

Fusion Family Wealth first reported a position in JBGS in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 276 funds tracked by Wall St. Rank hold JBGS as of Q1 2018.

  • Fusion Family Wealth reported no remaining JBG SMITH position as of Q1 2018 after selling out during the quarter.
  • Fusion Family Wealth sold 375 JBG SMITH shares in Q1 2018, an estimated $13K.
  • Fusion Family Wealth first reported a position in JBG SMITH in Q4 2017 and held it in 1 quarter.
  • Fusion Family Wealth's JBG SMITH position peaked at $13K in Q4 2017.
  • 276 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2018.

Based on Fusion Family Wealth's 13F filing for Q1 2018, filed 2 May 2018.