JWA
CEB

JFS Wealth Advisors’s CEB Inc. CEB Stock Holding History

JFS Wealth Advisors’s Portfolio CEB Stock Details CEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-70
Closed -$4K – 506
2016
Q3 		$4K Hold
70
– – ﹤0.01% 438
2016
Q2 		$4K Hold
70
– – ﹤0.01% 452
2016
Q1 		$5K Hold
70
– – ﹤0.01% 458
2015
Q4 		$4K Hold
70
– – ﹤0.01% 477
2015
Q3 		$5K Hold
70
– – ﹤0.01% 396
2015
Q2 		$6K Hold
70
– – ﹤0.01% 402
2015
Q1 		$6K Hold
70
– – ﹤0.01% 407
2014
Q4 		$5K Hold
70
– – ﹤0.01% 440
2014
Q3 		$4K Hold
70
– – ﹤0.01% 403
2014
Q2 		$5K Buy
+70
New +$4.81K ﹤0.01% 382

Other funds holding CEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JFS Wealth Advisors's CEB Position: Q4 2016 in Review

JFS Wealth Advisors sold out of CEB Inc. (CEB) in Q4 2016, closing a stake of 70 shares — an estimated $4K sold.

JFS Wealth Advisors first reported a position in CEB in Q2 2014 and held it in 10 quarters. The position peaked at $6K in Q2 2015. 187 funds tracked by Wall St. Rank hold CEB as of Q4 2016.

  • JFS Wealth Advisors reported no remaining CEB Inc. position as of Q4 2016 after selling out during the quarter.
  • JFS Wealth Advisors sold 70 CEB Inc. shares in Q4 2016, an estimated $4K.
  • JFS Wealth Advisors first reported a position in CEB Inc. in Q2 2014 and held it in 10 quarters.
  • JFS Wealth Advisors's CEB Inc. position peaked at $6K in Q2 2015.
  • 187 funds tracked by Wall St. Rank held CEB Inc. as of Q4 2016.

Based on JFS Wealth Advisors's 13F filing for Q4 2016, filed 30 Jan 2017.