JWM
MAS icon

Jacobus Wealth Management’s Masco MAS Stock Holding History

Jacobus Wealth Management’s Portfolio MAS Stock Details MAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,400
Closed -$117K – 214
2016
Q3 		$117K Hold
3,400
– – 0.03% 211
2016
Q2 		$105K Hold
3,400
– – 0.03% 209
2016
Q1 		$107K Buy
+3,400
New +$93.7K 0.03% 259
2015
Q3 		– Sell
-4,552
Closed -$107K – 299
2015
Q2 		$107K Hold
4,552
– – 0.03% 299
2015
Q1 		$107K Hold
4,552
– – 0.03% 291
2014
Q4 		$101K Sell
4,552
-569
-11% -$11.8K 0.03% 295
2014
Q3 		$108K Sell
5,121
-1,138
-18% -$22.5K 0.03% 290
2014
Q2 		$122K Hold
6,259
– – 0.03% 283
2014
Q1 		$122K Hold
6,259
– – 0.03% 277
2013
Q4 		$125K Buy
+6,259
New +$116K 0.04% 264

Other funds holding MAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return