Guardian Investor Services’s Jacobs Solutions J Stock Holding History

Guardian Investor Services’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
2015 Q1	$40K	Sell	1,072 -21	-2%	-$737	0.03%	468
2014 Q4	$40K	Sell	1,093 -41	-4%	-$1.56K	0.03%	463
2014 Q3	$46K	Sell	1,134 -53	-4%	-$2.31K	0.04%	448
2014 Q2	$52K	Sell	1,187 -41	-3%	-$1.95K	0.04%	437
2014 Q1	$65K	Sell	1,228 -52	-4%	-$2.68K	0.05%	398
2013 Q4	$67K	Hold	1,280	–	–	0.05%	391
2013 Q3	$62K	Hold	1,280	–	–	0.05%	392
2013 Q2	$58K	Buy	+1,280	New	+$56.8K	0.05%	395

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Guardian Investor Services's J Position: Q1 2015 in Review

Guardian Investor Services reduced its Jacobs Solutions (J) stake by 1.9% in Q1 2015, selling an estimated $737 and leaving 1,072 shares worth $40K. The position accounts for 0.03% of the portfolio, ranked #468.

Guardian Investor Services first reported a position in J in Q2 2013 and has held it in 8 quarters since. The position peaked at $67K in Q4 2013. 428 funds tracked by Wall St. Rank hold J as of Q1 2015.

Guardian Investor Services held 1,072 shares of Jacobs Solutions worth $40K as of Q1 2015.
Guardian Investor Services sold 21 Jacobs Solutions shares in Q1 2015, an estimated $737.
Jacobs Solutions made up 0.03% of Guardian Investor Services's portfolio in Q1 2015, its #468 holding.
Guardian Investor Services first reported a position in Jacobs Solutions in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Jacobs Solutions position peaked at $67K in Q4 2013.
428 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.