LBA Wealth Management’s Jacobs Solutions J Stock Holding History

LBA Wealth Management’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
2014 Q4	–	Sell	-127	Closed	-$5K	–	342
2014 Q3	$5K	Hold	127	–	–	﹤0.01%	335
2014 Q2	$6K	Hold	127	–	–	﹤0.01%	223
2014 Q1	$7K	Hold	127	–	–	0.01%	215
2013 Q4	$7K	Buy	+127	New	+$6.29K	0.01%	232

Other funds holding J

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

BIT

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LBA Wealth Management's J Position: Q4 2014 in Review

LBA Wealth Management sold out of Jacobs Solutions (J) in Q4 2014, closing a stake of 127 shares — an estimated $5K sold.

LBA Wealth Management first reported a position in J in Q4 2013 and held it in 4 quarters. The position peaked at $7K in Q1 2014. 450 funds tracked by Wall St. Rank hold J as of Q4 2014.

LBA Wealth Management reported no remaining Jacobs Solutions position as of Q4 2014 after selling out during the quarter.
LBA Wealth Management sold 127 Jacobs Solutions shares in Q4 2014, an estimated $5K.
LBA Wealth Management first reported a position in Jacobs Solutions in Q4 2013 and held it in 4 quarters.
LBA Wealth Management's Jacobs Solutions position peaked at $7K in Q1 2014.
450 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.