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Jacobus Wealth Management’s Artisan Partners APAM Stock Holding History

Jacobus Wealth Management’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,800
Closed -$102K – 307
2014
Q2 		$102K Sell
1,800
-785
-30% -$44.9K 0.03% 312
2014
Q1 		$166K Hold
2,585
– – 0.04% 237
2013
Q4 		$169K Hold
2,585
– – 0.05% 228
2013
Q3 		$135K Buy
2,585
+410
+19% +$21K 0.05% 216
2013
Q2 		$109K Buy
+2,175
New +$97.6K 0.04% 222

Other funds holding APAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Jacobus Wealth Management's APAM Position: Q3 2014 in Review

Jacobus Wealth Management sold out of Artisan Partners (APAM) in Q3 2014, closing a stake of 1,800 shares — an estimated $102K sold.

Jacobus Wealth Management first reported a position in APAM in Q2 2013 and held it in 5 quarters. The position peaked at $169K in Q4 2013. 143 funds tracked by Wall St. Rank hold APAM as of Q3 2014.

  • Jacobus Wealth Management reported no remaining Artisan Partners position as of Q3 2014 after selling out during the quarter.
  • Jacobus Wealth Management sold 1,800 Artisan Partners shares in Q3 2014, an estimated $102K.
  • Jacobus Wealth Management first reported a position in Artisan Partners in Q2 2013 and held it in 5 quarters.
  • Jacobus Wealth Management's Artisan Partners position peaked at $169K in Q4 2013.
  • 143 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2014.

Based on Jacobus Wealth Management's 13F filing for Q3 2014, filed 30 Oct 2014.