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Holistic Financial Partners’s Jabil JBL Stock Holding History

Holistic Financial Partners’s Portfolio JBL Stock Details JBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-161
Closed -$5K – 205
2018
Q1 		$5K Hold
161
– – ﹤0.01% 371
2017
Q4 		$4K Buy
+161
New +$4.56K ﹤0.01% 395

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TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Holistic Financial Partners's JBL Position: Q2 2018 in Review

Holistic Financial Partners sold out of Jabil (JBL) in Q2 2018, closing a stake of 161 shares — an estimated $5K sold.

Holistic Financial Partners first reported a position in JBL in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 327 funds tracked by Wall St. Rank hold JBL as of Q2 2018.

  • Holistic Financial Partners reported no remaining Jabil position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 161 Jabil shares in Q2 2018, an estimated $5K.
  • Holistic Financial Partners first reported a position in Jabil in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Jabil position peaked at $5K in Q1 2018.
  • 327 funds tracked by Wall St. Rank held Jabil as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.