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IHT Wealth Management’s Jabil JBL Stock Holding History

IHT Wealth Management’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
-148
Closed -$4K – 911
2018
Q1 		$4K Hold
148
– – ﹤0.01% 1387
2017
Q4 		$4K Sell
148
-211
-59% -$5.98K ﹤0.01% 1383
2017
Q3 		$11K Hold
359
– – ﹤0.01% 937
2017
Q2 		$159K Buy
359
+211
+143% +$6.2K 0.08% 272
2017
Q1 		$4K Hold
148
– – ﹤0.01% 988
2016
Q4 		$4K Buy
+148
New +$3.23K ﹤0.01% 948

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 $3.38T AUM 44.17% 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

IHT Wealth Management's JBL Position: Q2 2018 in Review

IHT Wealth Management sold out of Jabil (JBL) in Q2 2018, closing a stake of 148 shares — an estimated $4K sold.

IHT Wealth Management first reported a position in JBL in Q4 2016 and held it in 6 quarters. The position peaked at $159K in Q2 2017. 327 funds tracked by Wall St. Rank hold JBL as of Q2 2018.

  • IHT Wealth Management reported no remaining Jabil position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 148 Jabil shares in Q2 2018, an estimated $4K.
  • IHT Wealth Management first reported a position in Jabil in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Jabil position peaked at $159K in Q2 2017.
  • 327 funds tracked by Wall St. Rank held Jabil as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.