JOYN Advisors’s Jacobs Solutions J Stock Holding History

JOYN Advisors’s Portfolio J Stock Details J Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-317	Closed	-$15K	–	753
2018 Q4	$15K	Buy	317 +162	+105%	+$9.26K	﹤0.01%	793
2018 Q3	$10K	Buy	155 +12	+8%	+$704	﹤0.01%	953
2018 Q2	$7K	Buy	+143	New	+$7.35K	﹤0.01%	1030

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

JOYN Advisors's J Position: Q1 2019 in Review

JOYN Advisors sold out of Jacobs Solutions (J) in Q1 2019, closing a stake of 317 shares — an estimated $15K sold.

JOYN Advisors first reported a position in J in Q2 2018 and held it in 3 quarters. The position peaked at $15K in Q4 2018. 540 funds tracked by Wall St. Rank hold J as of Q1 2019.

JOYN Advisors reported no remaining Jacobs Solutions position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 317 Jacobs Solutions shares in Q1 2019, an estimated $15K.
JOYN Advisors first reported a position in Jacobs Solutions in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Jacobs Solutions position peaked at $15K in Q4 2018.
540 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.