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Lilley & Co’s Jacobs Solutions J Stock Holding History

Lilley & Co’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
Q2 		$266K Sell
6,046
-195
-3% -$9.28K 0.12% 93
2014
Q1 		$328K Buy
6,241
+346
+6% +$17.8K 0.15% 86
2013
Q4 		$307K Buy
5,895
+596
+11% +$29.5K 0.14% 87
2013
Q3 		$255K Buy
5,299
+244
+5% +$11.9K 0.13% 87
2013
Q2 		$231K Buy
+5,055
New +$224K 0.13% 87

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Lilley & Co's J Position: Q2 2014 in Review

Lilley & Co reduced its Jacobs Solutions (J) stake by 3.1% in Q2 2014, selling an estimated $9.28K and leaving 6,046 shares worth $266K. The position accounts for 0.12% of the portfolio, ranked #93.

Lilley & Co first reported a position in J in Q2 2013 and has held it in 5 quarters since. The position peaked at $328K in Q1 2014. 480 funds tracked by Wall St. Rank hold J as of Q2 2014.

  • Lilley & Co held 6,046 shares of Jacobs Solutions worth $266K as of Q2 2014.
  • Lilley & Co sold 195 Jacobs Solutions shares in Q2 2014, an estimated $9.28K.
  • Jacobs Solutions made up 0.12% of Lilley & Co's portfolio in Q2 2014, its #93 holding.
  • Lilley & Co first reported a position in Jacobs Solutions in Q2 2013 and has held it in 5 quarters since.
  • Lilley & Co's Jacobs Solutions position peaked at $328K in Q1 2014.
  • 480 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2014.

Based on Lilley & Co's 13F filing for Q2 2014, filed 14 Jul 2014.