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Jackson Wealth Management’s Dow Inc DOW Stock Holding History

Jackson Wealth Management’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-18,751
Closed -$925K – 127
2019
Q2 		$925K Buy
+18,751
New +$990K 0.2% 79

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jackson Wealth Management's DOW Position: Q3 2019 in Review

Jackson Wealth Management sold out of Dow Inc (DOW) in Q3 2019, closing a stake of 18,751 shares — an estimated $925K sold.

Jackson Wealth Management first reported a position in DOW in Q2 2019 and held it in 1 quarter. The position peaked at $925K in Q2 2019. 1,203 funds tracked by Wall St. Rank hold DOW as of Q3 2019.

  • Jackson Wealth Management reported no remaining Dow Inc position as of Q3 2019 after selling out during the quarter.
  • Jackson Wealth Management sold 18,751 Dow Inc shares in Q3 2019, an estimated $925K.
  • Jackson Wealth Management first reported a position in Dow Inc in Q2 2019 and held it in 1 quarter.
  • Jackson Wealth Management's Dow Inc position peaked at $925K in Q2 2019.
  • 1,203 funds tracked by Wall St. Rank held Dow Inc as of Q3 2019.

Based on Jackson Wealth Management's 13F filing for Q3 2019, filed 7 Nov 2019.