JWM
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Jackson Wealth Management’s Blackbaud BLKB Stock Holding History

Jackson Wealth Management’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-17,783
Closed -$1.8M – 85
2018
Q3 		$1.8M Buy
17,783
+354
+2% +$37K 0.38% 66
2018
Q2 		$2.06M Buy
+17,429
New +$1.8M 0.48% 55

Other funds holding BLKB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jackson Wealth Management's BLKB Position: Q4 2018 in Review

Jackson Wealth Management sold out of Blackbaud (BLKB) in Q4 2018, closing a stake of 17,783 shares — an estimated $1.8M sold.

Jackson Wealth Management first reported a position in BLKB in Q2 2018 and held it in 2 quarters. The position peaked at $2.06M in Q2 2018. 238 funds tracked by Wall St. Rank hold BLKB as of Q4 2018.

  • Jackson Wealth Management reported no remaining Blackbaud position as of Q4 2018 after selling out during the quarter.
  • Jackson Wealth Management sold 17,783 Blackbaud shares in Q4 2018, an estimated $1.8M.
  • Jackson Wealth Management first reported a position in Blackbaud in Q2 2018 and held it in 2 quarters.
  • Jackson Wealth Management's Blackbaud position peaked at $2.06M in Q2 2018.
  • 238 funds tracked by Wall St. Rank held Blackbaud as of Q4 2018.

Based on Jackson Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.