Jacobs Levy Equity Management
CPSS icon

Jacobs Levy Equity Management’s Consumer Portfolio Services CPSS Stock Holding History

Jacobs Levy Equity Management’s Portfolio CPSS Stock Details CPSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-14,700
Closed -$76K – 1120
2015
Q4 		$76K Buy
+14,700
New +$75.3K ﹤0.01% 764
2014
Q4 		– Sell
-43,862
Closed -$281K – 834
2014
Q3 		$281K Buy
43,862
+23,269
+113% +$168K ﹤0.01% 691
2014
Q2 		$157K Buy
+20,593
New +$152K ﹤0.01% 773

Other funds holding CPSS

SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $196M AUM 24.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Jacobs Levy Equity Management's CPSS Position: Q1 2016 in Review

Jacobs Levy Equity Management sold out of Consumer Portfolio Services (CPSS) in Q1 2016, closing a stake of 14,700 shares — an estimated $76K sold.

Jacobs Levy Equity Management first reported a position in CPSS in Q2 2014 and held it in 3 quarters. The position peaked at $281K in Q3 2014. 55 funds tracked by Wall St. Rank hold CPSS as of Q1 2016.

  • Jacobs Levy Equity Management reported no remaining Consumer Portfolio Services position as of Q1 2016 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 14,700 Consumer Portfolio Services shares in Q1 2016, an estimated $76K.
  • Jacobs Levy Equity Management first reported a position in Consumer Portfolio Services in Q2 2014 and held it in 3 quarters.
  • Jacobs Levy Equity Management's Consumer Portfolio Services position peaked at $281K in Q3 2014.
  • 55 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q1 2016.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2016, filed 16 May 2016.