Jackson Wealth Management’s Tanger SKT Stock Holding History

Jackson Wealth Management’s Portfolio SKT Stock Details SKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-29,274	Closed	-$1.05M	–	72
2016 Q4	$1.05M	Sell	29,274 -598	-2%	-$21.1K	0.41%	59
2016 Q3	$1.1M	Sell	29,872 -553	-2%	-$22.3K	0.42%	56
2016 Q2	$1.22M	Buy	+30,425	New	+$1.11M	0.45%	53

Other funds holding SKT

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

CIC

Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jackson Wealth Management's SKT Position: Q1 2017 in Review

Jackson Wealth Management sold out of Tanger (SKT) in Q1 2017, closing a stake of 29,274 shares — an estimated $1.05M sold.

Jackson Wealth Management first reported a position in SKT in Q2 2016 and held it in 3 quarters. The position peaked at $1.22M in Q2 2016. 261 funds tracked by Wall St. Rank hold SKT as of Q1 2017.

Jackson Wealth Management reported no remaining Tanger position as of Q1 2017 after selling out during the quarter.
Jackson Wealth Management sold 29,274 Tanger shares in Q1 2017, an estimated $1.05M.
Jackson Wealth Management first reported a position in Tanger in Q2 2016 and held it in 3 quarters.
Jackson Wealth Management's Tanger position peaked at $1.22M in Q2 2016.
261 funds tracked by Wall St. Rank held Tanger as of Q1 2017.

Based on Jackson Wealth Management's 13F filing for Q1 2017, filed 8 May 2017.