JWM
PSDO

Jackson Wealth Management’s Presidio, Inc. Common Stock PSDO Stock Holding History

Jackson Wealth Management’s Portfolio PSDO Stock Details PSDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-15,818
Closed -$206K – 92
2018
Q4 		$206K Hold
15,818
– – 0.06% 81
2018
Q3 		$241K Sell
15,818
-500
-3% -$7.41K 0.05% 87
2018
Q2 		$221K Hold
16,318
– – 0.05% 88
2018
Q1 		$255K Hold
16,318
– – 0.07% 91
2017
Q4 		$312K Buy
+16,318
New +$256K 0.08% 91

Other funds holding PSDO

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jackson Wealth Management's PSDO Position: Q1 2019 in Review

Jackson Wealth Management sold out of Presidio, Inc. Common Stock (PSDO) in Q1 2019, closing a stake of 15,818 shares — an estimated $206K sold.

Jackson Wealth Management first reported a position in PSDO in Q4 2017 and held it in 5 quarters. The position peaked at $312K in Q4 2017. 129 funds tracked by Wall St. Rank hold PSDO as of Q1 2019.

  • Jackson Wealth Management reported no remaining Presidio, Inc. Common Stock position as of Q1 2019 after selling out during the quarter.
  • Jackson Wealth Management sold 15,818 Presidio, Inc. Common Stock shares in Q1 2019, an estimated $206K.
  • Jackson Wealth Management first reported a position in Presidio, Inc. Common Stock in Q4 2017 and held it in 5 quarters.
  • Jackson Wealth Management's Presidio, Inc. Common Stock position peaked at $312K in Q4 2017.
  • 129 funds tracked by Wall St. Rank held Presidio, Inc. Common Stock as of Q1 2019.

Based on Jackson Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.