JWM
INFA

Jacobus Wealth Management’s INFORMATICA CORP INFA Stock Holding History

Jacobus Wealth Management’s Portfolio INFA Stock Details INFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-3,100
Closed -$150K – 320
2015
Q2 		$150K Sell
3,100
-1,000
-24% -$48.1K 0.04% 250
2015
Q1 		$180K Buy
+4,100
New +$171K 0.05% 225

Jacobus Wealth Management's INFA Position: Q3 2015 in Review

Jacobus Wealth Management sold out of INFORMATICA CORP (INFA) in Q3 2015, closing a stake of 3,100 shares — an estimated $150K sold.

Jacobus Wealth Management first reported a position in INFA in Q1 2015 and held it in 2 quarters. The position peaked at $180K in Q1 2015. 0 funds tracked by Wall St. Rank hold INFA as of Q3 2015.

  • Jacobus Wealth Management reported no remaining INFORMATICA CORP position as of Q3 2015 after selling out during the quarter.
  • Jacobus Wealth Management sold 3,100 INFORMATICA CORP shares in Q3 2015, an estimated $150K.
  • Jacobus Wealth Management first reported a position in INFORMATICA CORP in Q1 2015 and held it in 2 quarters.
  • Jacobus Wealth Management's INFORMATICA CORP position peaked at $180K in Q1 2015.
  • 0 funds tracked by Wall St. Rank held INFORMATICA CORP as of Q3 2015.

Based on Jacobus Wealth Management's 13F filing for Q3 2015, filed 9 Nov 2015.