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Jacobus Wealth Management’s Deere & Co DE Stock Holding History

Jacobus Wealth Management’s Portfolio DE Stock Details DE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,180
Closed -$107K – 312
2014
Q2 		$107K Sell
1,180
-600
-34% -$55.2K 0.03% 301
2014
Q1 		$162K Hold
1,780
– – 0.04% 243
2013
Q4 		$163K Buy
1,780
+430
+32% +$36.4K 0.05% 232
2013
Q3 		$110K Sell
1,350
-585
-30% -$48.7K 0.04% 236
2013
Q2 		$157K Buy
+1,935
New +$167K 0.06% 184

Other funds holding DE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Jacobus Wealth Management sold out of Deere & Co (DE) in Q3 2014, closing a stake of 1,180 shares — an estimated $107K sold.

Jacobus Wealth Management first reported a position in DE in Q2 2013 and held it in 5 quarters. The position peaked at $163K in Q4 2013. 959 funds tracked by Wall St. Rank hold DE as of Q3 2014.

  • Jacobus Wealth Management reported no remaining Deere & Co position as of Q3 2014 after selling out during the quarter.
  • Jacobus Wealth Management sold 1,180 Deere & Co shares in Q3 2014, an estimated $107K.
  • Jacobus Wealth Management first reported a position in Deere & Co in Q2 2013 and held it in 5 quarters.
  • Jacobus Wealth Management's Deere & Co position peaked at $163K in Q4 2013.
  • 959 funds tracked by Wall St. Rank held Deere & Co as of Q3 2014.

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