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Ground Swell Capital’s Jacobs Solutions J Stock Holding History

Ground Swell Capital’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
2014
Q3 		$21K Buy
519
+340
+190% +$14.8K 0.04% 504
2014
Q2 		$8K Buy
+179
New +$8.52K 0.02% 838

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ground Swell Capital's J Position: Q3 2014 in Review

Ground Swell Capital increased its Jacobs Solutions (J) stake by 190% in Q3 2014, buying an estimated $14.8K and bringing the position to 519 shares worth $21K. The position accounts for 0.04% of the portfolio, ranked #504.

Ground Swell Capital first reported a position in J in Q2 2014 and has held it in 2 quarters since. 460 funds tracked by Wall St. Rank hold J as of Q3 2014.

  • Ground Swell Capital held 519 shares of Jacobs Solutions worth $21K as of Q3 2014.
  • Ground Swell Capital bought 340 Jacobs Solutions shares in Q3 2014, an estimated $14.8K.
  • Jacobs Solutions made up 0.04% of Ground Swell Capital's portfolio in Q3 2014, its #504 holding.
  • Ground Swell Capital first reported a position in Jacobs Solutions in Q2 2014 and has held it in 2 quarters since.
  • 460 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.