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Lenox Wealth Management’s Jacobs Solutions J Stock Holding History

Lenox 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
2016
Q2 		– Sell
-30
Closed -$1K – 234
2016
Q1 		$1K Hold
30
– – ﹤0.01% 234
2015
Q4 		$1K Buy
+30
New +$1.03K ﹤0.01% 235

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lenox Wealth Management's J Position: Q2 2016 in Review

Lenox Wealth Management sold out of Jacobs Solutions (J) in Q2 2016, closing a stake of 30 shares — an estimated $1K sold.

Lenox Wealth Management first reported a position in J in Q4 2015 and held it in 2 quarters. The position peaked at $1K in Q1 2016. 453 funds tracked by Wall St. Rank hold J as of Q2 2016.

  • Lenox Wealth Management reported no remaining Jacobs Solutions position as of Q2 2016 after selling out during the quarter.
  • Lenox Wealth Management sold 30 Jacobs Solutions shares in Q2 2016, an estimated $1K.
  • Lenox Wealth Management first reported a position in Jacobs Solutions in Q4 2015 and held it in 2 quarters.
  • Lenox Wealth Management's Jacobs Solutions position peaked at $1K in Q1 2016.
  • 453 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2016.

Based on Lenox Wealth Management's 13F filing for Q2 2016, filed 15 Aug 2016.