Jacobus Wealth Management’s Microchip Technology MCHP Stock Holding History

Jacobus Wealth Management’s Portfolio MCHP Stock Details MCHP Fund Activity

Bought

Maintained

Sold

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 $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Jacobus Wealth Management's MCHP Position: Q3 2017 in Review

Jacobus Wealth Management increased its Microchip Technology (MCHP) stake by 10% in Q3 2017, buying an estimated $13.8K and bringing the position to 3,540 shares worth $159K. The position accounts for 0.04% of the portfolio, ranked #182.

Jacobus Wealth Management first reported a position in MCHP in Q4 2013 and has held it in 14 quarters since. The position peaked at $291K in Q4 2014. 752 funds tracked by Wall St. Rank hold MCHP as of Q3 2017.

Jacobus Wealth Management held 3,540 shares of Microchip Technology worth $159K as of Q3 2017.
Jacobus Wealth Management bought 330 Microchip Technology shares in Q3 2017, an estimated $13.8K.
Microchip Technology made up 0.04% of Jacobus Wealth Management's portfolio in Q3 2017, its #182 holding.
Jacobus Wealth Management first reported a position in Microchip Technology in Q4 2013 and has held it in 14 quarters since.
Jacobus Wealth Management's Microchip Technology position peaked at $291K in Q4 2014.
752 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.