JWM
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Jackson Wealth Management’s TOP Ships TOPS Stock Holding History

Jackson Wealth Management’s Portfolio TOPS Stock Details TOPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-42
Closed -$11K – 140
2020
Q3 		$11K Buy
+42
New +$18.7K ﹤0.01% 122

Other funds holding TOPS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jackson Wealth Management's TOPS Position: Q4 2020 in Review

Jackson Wealth Management sold out of TOP Ships (TOPS) in Q4 2020, closing a stake of 42 shares — an estimated $11K sold.

Jackson Wealth Management first reported a position in TOPS in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 8 funds tracked by Wall St. Rank hold TOPS as of Q4 2020.

  • Jackson Wealth Management reported no remaining TOP Ships position as of Q4 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 42 TOP Ships shares in Q4 2020, an estimated $11K.
  • Jackson Wealth Management first reported a position in TOP Ships in Q3 2020 and held it in 1 quarter.
  • Jackson Wealth Management's TOP Ships position peaked at $11K in Q3 2020.
  • 8 funds tracked by Wall St. Rank held TOP Ships as of Q4 2020.

Based on Jackson Wealth Management's 13F filing for Q4 2020, filed 2 Feb 2021.