JWM
MINI

Jacobus Wealth Management’s Mobile Mini Inc MINI Stock Holding History

Jacobus Wealth Management’s Portfolio MINI Stock Details MINI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2,421
Closed -$102K – 310
2015
Q2 		$102K Hold
2,421
– – 0.03% 310
2015
Q1 		$103K Buy
+2,421
New +$96.6K 0.03% 295
2014
Q3 		– Sell
-2,421
Closed -$116K – 325
2014
Q2 		$116K Hold
2,421
– – 0.03% 287
2014
Q1 		$105K Sell
2,421
-500
-17% -$20.8K 0.03% 298
2013
Q4 		$120K Buy
+2,921
New +$109K 0.03% 275

Other funds holding MINI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jacobus Wealth Management sold out of Mobile Mini Inc (MINI) in Q3 2015, closing a stake of 2,421 shares — an estimated $102K sold.

Jacobus Wealth Management first reported a position in MINI in Q4 2013 and held it in 5 quarters. The position peaked at $120K in Q4 2013. 161 funds tracked by Wall St. Rank hold MINI as of Q3 2015.

  • Jacobus Wealth Management reported no remaining Mobile Mini Inc position as of Q3 2015 after selling out during the quarter.
  • Jacobus Wealth Management sold 2,421 Mobile Mini Inc shares in Q3 2015, an estimated $102K.
  • Jacobus Wealth Management first reported a position in Mobile Mini Inc in Q4 2013 and held it in 5 quarters.
  • Jacobus Wealth Management's Mobile Mini Inc position peaked at $120K in Q4 2013.
  • 161 funds tracked by Wall St. Rank held Mobile Mini Inc as of Q3 2015.

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