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Gupta Wealth Management’s Jacobs Solutions J Stock Holding History

Gupta 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
2016
Q1 		$12K Sell
336
-29
-8% -$947 ﹤0.01% 824
2015
Q4 		$13K Sell
365
-121
-25% -$4.15K ﹤0.01% 816
2015
Q3 		$15K Buy
486
+215
+79% +$7.19K ﹤0.01% 785
2015
Q2 		$9K Sell
271
-205
-43% -$7.49K ﹤0.01% 920
2015
Q1 		$18K Buy
+476
New +$16.7K 0.01% 630

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gupta Wealth Management's J Position: Q1 2016 in Review

Gupta Wealth Management reduced its Jacobs Solutions (J) stake by 7.9% in Q1 2016, selling an estimated $947 and leaving 336 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Gupta Wealth Management first reported a position in J in Q1 2015 and has held it in 5 quarters since. The position peaked at $18K in Q1 2015. 432 funds tracked by Wall St. Rank hold J as of Q1 2016.

  • Gupta Wealth Management held 336 shares of Jacobs Solutions worth $12K as of Q1 2016.
  • Gupta Wealth Management sold 29 Jacobs Solutions shares in Q1 2016, an estimated $947.
  • Jacobs Solutions made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #824 holding.
  • Gupta Wealth Management first reported a position in Jacobs Solutions in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Jacobs Solutions position peaked at $18K in Q1 2015.
  • 432 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.