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Lenox Wealth Advisors’s Jabil JBL Stock Holding History

Lenox Wealth Advisors’s Portfolio JBL Stock Details JBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-286
Closed -$8K – 466
2018
Q2 		$8K Sell
286
-90
-24% -$2.53K ﹤0.01% 401
2018
Q1 		$11K Buy
376
+286
+318% +$7.79K ﹤0.01% 346
2017
Q4 		$2K Buy
+90
New +$2.55K ﹤0.01% 343

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Lenox Wealth Advisors's JBL Position: Q3 2018 in Review

Lenox Wealth Advisors sold out of Jabil (JBL) in Q3 2018, closing a stake of 286 shares — an estimated $8K sold.

Lenox Wealth Advisors first reported a position in JBL in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q1 2018. 317 funds tracked by Wall St. Rank hold JBL as of Q3 2018.

  • Lenox Wealth Advisors reported no remaining Jabil position as of Q3 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 286 Jabil shares in Q3 2018, an estimated $8K.
  • Lenox Wealth Advisors first reported a position in Jabil in Q4 2017 and held it in 3 quarters.
  • Lenox Wealth Advisors's Jabil position peaked at $11K in Q1 2018.
  • 317 funds tracked by Wall St. Rank held Jabil as of Q3 2018.

Based on Lenox Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.