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Jacobi Capital Management’s Piper Sandler PIPR Stock Holding History

Jacobi Capital Management’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-60
Closed -$1K – 714
2016
Q4 		$1K Hold
60
– – ﹤0.01% 589
2016
Q3 		$1K Hold
60
– – ﹤0.01% 693
2016
Q2 		$1K Buy
+60
New +$637 ﹤0.01% 687

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Jacobi Capital Management's PIPR Position: Q1 2017 in Review

Jacobi Capital Management sold out of Piper Sandler (PIPR) in Q1 2017, closing a stake of 60 shares — an estimated $1K sold.

Jacobi Capital Management first reported a position in PIPR in Q2 2016 and held it in 3 quarters. The position peaked at $1K in Q4 2016. 201 funds tracked by Wall St. Rank hold PIPR as of Q1 2017.

  • Jacobi Capital Management reported no remaining Piper Sandler position as of Q1 2017 after selling out during the quarter.
  • Jacobi Capital Management sold 60 Piper Sandler shares in Q1 2017, an estimated $1K.
  • Jacobi Capital Management first reported a position in Piper Sandler in Q2 2016 and held it in 3 quarters.
  • Jacobi Capital Management's Piper Sandler position peaked at $1K in Q4 2016.
  • 201 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2017.

Based on Jacobi Capital Management's 13F filing for Q1 2017, filed 26 May 2017.