Jacobus Wealth Management’s PLUM CREEK TIMBER CO (REIT) PCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-5,196	Closed	-$248K	–	289
2015 Q4	$248K	Hold	5,196	–	–	0.07%	186
2015 Q3	$205K	Hold	5,196	–	–	0.06%	200
2015 Q2	$211K	Buy	5,196 +44	+0.9%	+$1.85K	0.05%	213
2015 Q1	$224K	Hold	5,152	–	–	0.06%	201
2014 Q4	$220K	Hold	5,152	–	–	0.06%	196
2014 Q3	$201K	Sell	5,152 -1,000	-16%	-$41.7K	0.06%	210
2014 Q2	$277K	Hold	6,152	–	–	0.07%	187
2014 Q1	$259K	Sell	6,152 -3,275	-35%	-$141K	0.06%	196
2013 Q4	$438K	Buy	+9,427	New	+$431K	0.13%	135

Other funds holding PCL

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

CCC

Chelsea Counsel Company Los Angeles, California $225M AUM 45.99% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

MAM

Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return

Jacobus Wealth Management's PCL Position: Q1 2016 in Review

Jacobus Wealth Management sold out of PLUM CREEK TIMBER CO (REIT) (PCL) in Q1 2016, closing a stake of 5,196 shares — an estimated $248K sold.

Jacobus Wealth Management first reported a position in PCL in Q4 2013 and held it in 9 quarters. The position peaked at $438K in Q4 2013. 4 funds tracked by Wall St. Rank hold PCL as of Q1 2016.

Jacobus Wealth Management reported no remaining PLUM CREEK TIMBER CO (REIT) position as of Q1 2016 after selling out during the quarter.
Jacobus Wealth Management sold 5,196 PLUM CREEK TIMBER CO (REIT) shares in Q1 2016, an estimated $248K.
Jacobus Wealth Management first reported a position in PLUM CREEK TIMBER CO (REIT) in Q4 2013 and held it in 9 quarters.
Jacobus Wealth Management's PLUM CREEK TIMBER CO (REIT) position peaked at $438K in Q4 2013.
4 funds tracked by Wall St. Rank held PLUM CREEK TIMBER CO (REIT) as of Q1 2016.

Based on Jacobus Wealth Management's 13F filing for Q1 2016, filed 23 May 2016.