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Jacobus Wealth Management’s Hexcel HXL Stock Holding History

Jacobus Wealth Management’s Portfolio HXL Stock Details HXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-3,000
Closed -$134K – 313
2013
Q4 		$134K Sell
3,000
-1,150
-28% -$48.6K 0.04% 255
2013
Q3 		$161K Hold
4,150
– – 0.06% 192
2013
Q2 		$141K Buy
+4,150
New +$134K 0.05% 197

Other funds holding HXL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return

Jacobus Wealth Management's HXL Position: Q1 2014 in Review

Jacobus Wealth Management sold out of Hexcel (HXL) in Q1 2014, closing a stake of 3,000 shares — an estimated $134K sold.

Jacobus Wealth Management first reported a position in HXL in Q2 2013 and held it in 3 quarters. The position peaked at $161K in Q3 2013. 299 funds tracked by Wall St. Rank hold HXL as of Q1 2014.

  • Jacobus Wealth Management reported no remaining Hexcel position as of Q1 2014 after selling out during the quarter.
  • Jacobus Wealth Management sold 3,000 Hexcel shares in Q1 2014, an estimated $134K.
  • Jacobus Wealth Management first reported a position in Hexcel in Q2 2013 and held it in 3 quarters.
  • Jacobus Wealth Management's Hexcel position peaked at $161K in Q3 2013.
  • 299 funds tracked by Wall St. Rank held Hexcel as of Q1 2014.

Based on Jacobus Wealth Management's 13F filing for Q1 2014, filed 14 May 2014.