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Independent Portfolio Consultants’s Jacobs Solutions J Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$15K Buy
+340
New +$15.1K 0.01% 650
2014
Q4 		– Sell
-320
Closed -$12.2K – 832
2014
Q3 		$13K Sell
320
-430
-57% -$18.7K ﹤0.01% 725
2014
Q2 		$33K Sell
750
-8,885
-92% -$423K 0.01% 702
2014
Q1 		$506K Sell
9,635
-2,001
-17% -$103K 0.16% 222
2013
Q4 		$606K Buy
11,636
+441
+4% +$21.8K 0.21% 158
2013
Q3 		$539K Sell
11,195
-1,203
-10% -$58.5K 0.22% 182
2013
Q2 		$565K Buy
+12,398
New +$551K 0.25% 141

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Portfolio Consultants's J Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in Jacobs Solutions (J) in Q2 2017: 340 shares worth $15K. The stake represents 0.01% of the portfolio and ranks #650 among its holdings. This is a return to the name: Independent Portfolio Consultants previously reported a position in J as recently as Q3 2014.

Independent Portfolio Consultants first reported a position in J in Q2 2013 and has held it in 7 quarters since. The position peaked at $606K in Q4 2013. 465 funds tracked by Wall St. Rank hold J as of Q2 2017.

  • Independent Portfolio Consultants held 340 shares of Jacobs Solutions worth $15K as of Q2 2017.
  • Jacobs Solutions was a new Independent Portfolio Consultants position in Q2 2017.
  • Jacobs Solutions made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #650 holding.
  • Independent Portfolio Consultants first reported a position in Jacobs Solutions in Q2 2013 and has held it in 7 quarters since.
  • Independent Portfolio Consultants's Jacobs Solutions position peaked at $606K in Q4 2013.
  • 465 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.