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Howe & Rusling’s Jabil JBL Stock Holding History

Howe & Rusling’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
-75
Closed -$2K – 879
2018
Q1 		$2K Sell
75
-39
-34% -$1.06K ﹤0.01% 780
2017
Q4 		$3K Hold
114
– – ﹤0.01% 634
2017
Q3 		$3K Sell
114
-31
-21% -$937 ﹤0.01% 668
2017
Q2 		$4K Sell
145
-38
-21% -$1.12K ﹤0.01% 675
2017
Q1 		$5K Sell
183
-37
-17% -$946 ﹤0.01% 668
2016
Q4 		$5K Buy
220
+17
+8% +$370 ﹤0.01% 673
2016
Q3 		$4K Sell
203
-115
-36% -$2.39K ﹤0.01% 718
2016
Q2 		$6K Sell
318
-57
-15% -$1.04K ﹤0.01% 586
2016
Q1 		$7K Sell
375
-53
-12% -$1.07K ﹤0.01% 600
2015
Q4 		$10K Hold
428
– – ﹤0.01% 500
2015
Q3 		$10K Buy
428
+53
+14% +$1.05K ﹤0.01% 500
2015
Q2 		$8K Sell
375
-1
-0.3% -$24 ﹤0.01% 553
2015
Q1 		$9K Buy
376
+145
+63% +$3.16K ﹤0.01% 504
2014
Q4 		$5K Buy
231
+22
+11% +$447 ﹤0.01% 612
2014
Q3 		$4K Buy
209
+97
+87% +$2.03K ﹤0.01% 645
2014
Q2 		$2K Sell
112
-13
-10% -$242 ﹤0.01% 709
2014
Q1 		$2K Buy
+125
New +$2.25K ﹤0.01% 757

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Howe & Rusling's JBL Position: Q2 2018 in Review

Howe & Rusling sold out of Jabil (JBL) in Q2 2018, closing a stake of 75 shares — an estimated $2K sold.

Howe & Rusling first reported a position in JBL in Q1 2014 and held it in 17 quarters. The position peaked at $10K in Q4 2015. 327 funds tracked by Wall St. Rank hold JBL as of Q2 2018.

  • Howe & Rusling reported no remaining Jabil position as of Q2 2018 after selling out during the quarter.
  • Howe & Rusling sold 75 Jabil shares in Q2 2018, an estimated $2K.
  • Howe & Rusling first reported a position in Jabil in Q1 2014 and held it in 17 quarters.
  • Howe & Rusling's Jabil position peaked at $10K in Q4 2015.
  • 327 funds tracked by Wall St. Rank held Jabil as of Q2 2018.

Based on Howe & Rusling's 13F filing for Q2 2018, filed 31 Jul 2018.