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Jacobi Capital Management’s Coda Octopus Group CODA Stock Holding History

Jacobi Capital Management’s Portfolio CODA Stock Details CODA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-250
Closed -$1K – 1016
2018
Q1 		$1K Hold
250
– – ﹤0.01% 925
2017
Q4 		$1K Hold
250
– – ﹤0.01% 882
2017
Q3 		$1K Buy
+250
New +$1.09K ﹤0.01% 869

Other funds holding CODA

JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Jacobi Capital Management's CODA Position: Q2 2018 in Review

Jacobi Capital Management sold out of Coda Octopus Group (CODA) in Q2 2018, closing a stake of 250 shares — an estimated $1K sold.

Jacobi Capital Management first reported a position in CODA in Q3 2017 and held it in 3 quarters. The position peaked at $1K in Q1 2018. 14 funds tracked by Wall St. Rank hold CODA as of Q2 2018.

  • Jacobi Capital Management reported no remaining Coda Octopus Group position as of Q2 2018 after selling out during the quarter.
  • Jacobi Capital Management sold 250 Coda Octopus Group shares in Q2 2018, an estimated $1K.
  • Jacobi Capital Management first reported a position in Coda Octopus Group in Q3 2017 and held it in 3 quarters.
  • Jacobi Capital Management's Coda Octopus Group position peaked at $1K in Q1 2018.
  • 14 funds tracked by Wall St. Rank held Coda Octopus Group as of Q2 2018.

Based on Jacobi Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.