Jacobus Wealth Management’s Vulcan Materials VMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,300	Closed	-$148K	–	222
2016 Q3	$148K	Hold	1,300	–	–	0.04%	190
2016 Q2	$156K	Sell	1,300 -100	-7%	-$11.3K	0.05%	180
2016 Q1	$148K	Hold	1,400	–	–	0.04%	230
2015 Q4	$133K	Hold	1,400	–	–	0.04%	246
2015 Q3	$125K	Sell	1,400 -600	-30%	-$55.9K	0.04%	257
2015 Q2	$168K	Sell	2,000 -500	-20%	-$43.6K	0.04%	235
2015 Q1	$211K	Hold	2,500	–	–	0.05%	205
2014 Q4	$164K	Hold	2,500	–	–	0.04%	225
2014 Q3	$151K	Buy	+2,500	New	+$158K	0.04%	240

Other funds holding VMC

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jacobus Wealth Management's VMC Position: Q4 2016 in Review

Jacobus Wealth Management sold out of Vulcan Materials (VMC) in Q4 2016, closing a stake of 1,300 shares — an estimated $148K sold.

Jacobus Wealth Management first reported a position in VMC in Q3 2014 and held it in 9 quarters. The position peaked at $211K in Q1 2015. 551 funds tracked by Wall St. Rank hold VMC as of Q4 2016.

Jacobus Wealth Management reported no remaining Vulcan Materials position as of Q4 2016 after selling out during the quarter.
Jacobus Wealth Management sold 1,300 Vulcan Materials shares in Q4 2016, an estimated $148K.
Jacobus Wealth Management first reported a position in Vulcan Materials in Q3 2014 and held it in 9 quarters.
Jacobus Wealth Management's Vulcan Materials position peaked at $211K in Q1 2015.
551 funds tracked by Wall St. Rank held Vulcan Materials as of Q4 2016.

Based on Jacobus Wealth Management's 13F filing for Q4 2016, filed 3 Feb 2017.