Invictus RG’s JELD-WEN Holding JELD Stock Holding History

Invictus RG’s Portfolio JELD Stock Details JELD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-7,790	Closed	-$307K	–	299
2017 Q4	$307K	Buy	+7,790	New	+$289K	0.33%	138

Other funds holding JELD

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ICM

IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invictus RG's JELD Position: Q1 2018 in Review

Invictus RG sold out of JELD-WEN Holding (JELD) in Q1 2018, closing a stake of 7,790 shares — an estimated $307K sold.

Invictus RG first reported a position in JELD in Q4 2017 and held it in 1 quarter. The position peaked at $307K in Q4 2017. 154 funds tracked by Wall St. Rank hold JELD as of Q1 2018.

Invictus RG reported no remaining JELD-WEN Holding position as of Q1 2018 after selling out during the quarter.
Invictus RG sold 7,790 JELD-WEN Holding shares in Q1 2018, an estimated $307K.
Invictus RG first reported a position in JELD-WEN Holding in Q4 2017 and held it in 1 quarter.
Invictus RG's JELD-WEN Holding position peaked at $307K in Q4 2017.
154 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q1 2018.

Based on Invictus RG's 13F filing for Q1 2018, filed 14 May 2018.