JCM
XYZ

Jafra Capital Management’s Block Inc XYZ Stock Holding History

Jafra Capital Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-105,377
Closed -$2.47M – 100
2017
Q2 		$2.47M Sell
105,377
-131,056
-55% -$2.71M 0.92% 45
2017
Q1 		$4.09M Sell
236,433
-62,684
-21% -$980K 1.65% 23
2016
Q4 		$4.08M Buy
+299,117
New +$3.72M 3.43% 5

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jafra Capital Management's XYZ Position: Q3 2017 in Review

Jafra Capital Management sold out of Block Inc (XYZ) in Q3 2017, closing a stake of 105,377 shares — an estimated $2.47M sold.

Jafra Capital Management first reported a position in XYZ in Q4 2016 and held it in 3 quarters. The position peaked at $4.09M in Q1 2017. 326 funds tracked by Wall St. Rank hold XYZ as of Q3 2017.

  • Jafra Capital Management reported no remaining Block Inc position as of Q3 2017 after selling out during the quarter.
  • Jafra Capital Management sold 105,377 Block Inc shares in Q3 2017, an estimated $2.47M.
  • Jafra Capital Management first reported a position in Block Inc in Q4 2016 and held it in 3 quarters.
  • Jafra Capital Management's Block Inc position peaked at $4.09M in Q1 2017.
  • 326 funds tracked by Wall St. Rank held Block Inc as of Q3 2017.

Based on Jafra Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.