JWM
CRE

Jacobus Wealth Management’s CARE INVESTMENT TRUST, INC. CRE Stock Holding History

Jacobus Wealth Management’s Portfolio CRE Stock Details CRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-22,495
Closed -$196K – 327
2014
Q2 		$196K Hold
22,495
– – 0.05% 211
2014
Q1 		$169K Hold
22,495
– – 0.04% 235
2013
Q4 		$165K Buy
+22,495
New +$165K 0.05% 229

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

Jacobus Wealth Management sold out of CARE INVESTMENT TRUST, INC. (CRE) in Q3 2014, closing a stake of 22,495 shares — an estimated $196K sold.

Jacobus Wealth Management first reported a position in CRE in Q4 2013 and held it in 3 quarters. The position peaked at $196K in Q2 2014. 0 funds tracked by Wall St. Rank hold CRE as of Q3 2014.

  • Jacobus Wealth Management reported no remaining CARE INVESTMENT TRUST, INC. position as of Q3 2014 after selling out during the quarter.
  • Jacobus Wealth Management sold 22,495 CARE INVESTMENT TRUST, INC. shares in Q3 2014, an estimated $196K.
  • Jacobus Wealth Management first reported a position in CARE INVESTMENT TRUST, INC. in Q4 2013 and held it in 3 quarters.
  • Jacobus Wealth Management's CARE INVESTMENT TRUST, INC. position peaked at $196K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held CARE INVESTMENT TRUST, INC. as of Q3 2014.

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