JWM
LINE

Jacobus Wealth Management’s LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS LINE Stock Holding History

Jacobus Wealth Management’s Portfolio LINE Stock Details LINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-14,200
Closed -$127K – 318
2015
Q2 		$127K Hold
14,200
– – 0.03% 272
2015
Q1 		$157K Hold
14,200
– – 0.04% 240
2014
Q4 		$144K Buy
+14,200
New +$292K 0.04% 241

Other funds holding LINE

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Jacobus Wealth Management sold out of LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS (LINE) in Q3 2015, closing a stake of 14,200 shares — an estimated $127K sold.

Jacobus Wealth Management first reported a position in LINE in Q4 2014 and held it in 3 quarters. The position peaked at $157K in Q1 2015. 171 funds tracked by Wall St. Rank hold LINE as of Q3 2015.

  • Jacobus Wealth Management reported no remaining LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS position as of Q3 2015 after selling out during the quarter.
  • Jacobus Wealth Management sold 14,200 LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS shares in Q3 2015, an estimated $127K.
  • Jacobus Wealth Management first reported a position in LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS in Q4 2014 and held it in 3 quarters.
  • Jacobus Wealth Management's LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS position peaked at $157K in Q1 2015.
  • 171 funds tracked by Wall St. Rank held LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS as of Q3 2015.

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