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JWM
Jacobus Wealth Management’s
Microchip Technology
MCHP
Stock Holding History
Jacobus Wealth Management’s Portfolio
MCHP Stock Details
MCHP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q3
$159K
Buy
3,540
+330
+10%
+$13.8K
0.04%
182
2017
Q2
$124K
Hold
3,210
–
–
0.03%
197
2017
Q1
$118K
Hold
3,210
–
–
0.03%
189
2016
Q4
$103K
Buy
+3,210
New
+$101K
0.03%
200
2016
Q2
–
Sell
-9,150
Closed
-$221K
–
241
2016
Q1
$221K
Sell
9,150
-2,760
-23%
-$61.5K
0.06%
193
2015
Q4
$277K
Hold
11,910
–
–
0.08%
176
2015
Q3
$257K
Buy
11,910
+1,790
+18%
+$38.6K
0.07%
183
2015
Q2
$240K
Hold
10,120
–
–
0.06%
201
2015
Q1
$247K
Sell
10,120
-2,800
-22%
-$67.5K
0.06%
191
2014
Q4
$291K
Buy
12,920
+2,800
+28%
+$60.9K
0.08%
171
2014
Q3
$239K
Hold
10,120
–
–
0.07%
190
2014
Q2
$247K
Hold
10,120
–
–
0.06%
193
2014
Q1
$242K
Buy
10,120
+1,500
+17%
+$34.3K
0.06%
203
2013
Q4
$193K
Buy
+8,620
New
+$181K
0.06%
214
Other funds holding MCHP
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
WRF
Waddell & Reed Financial
Overland Park, Kansas
$48.6B AUM
84.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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