Jacobus Wealth Management’s Cadence Design Systems CDNS Stock Holding History

Jacobus Wealth Management’s Portfolio CDNS Stock Details CDNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-71,217	Closed	-$1.25M	–	310
2014 Q2	$1.25M	Sell	71,217 -13,115	-16%	-$210K	0.32%	68
2014 Q1	$1.31M	Sell	84,332 -10,675	-11%	-$158K	0.32%	59
2013 Q4	$1.33M	Buy	95,007 +47,826	+101%	+$641K	0.39%	56
2013 Q3	$637K	Sell	47,181 -11,880	-20%	-$171K	0.22%	83
2013 Q2	$855K	Buy	+59,061	New	+$831K	0.31%	67

Other funds holding CDNS

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Jacobus Wealth Management sold out of Cadence Design Systems (CDNS) in Q3 2014, closing a stake of 71,217 shares — an estimated $1.25M sold.

Jacobus Wealth Management first reported a position in CDNS in Q2 2013 and held it in 5 quarters. The position peaked at $1.33M in Q4 2013. 273 funds tracked by Wall St. Rank hold CDNS as of Q3 2014.

Jacobus Wealth Management reported no remaining Cadence Design Systems position as of Q3 2014 after selling out during the quarter.
Jacobus Wealth Management sold 71,217 Cadence Design Systems shares in Q3 2014, an estimated $1.25M.
Jacobus Wealth Management first reported a position in Cadence Design Systems in Q2 2013 and held it in 5 quarters.
Jacobus Wealth Management's Cadence Design Systems position peaked at $1.33M in Q4 2013.
273 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2014.

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