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Litman Gregory Wealth Management’s Adobe ADBE Stock Holding History

Litman Gregory Wealth Management’s Portfolio ADBE Stock Details ADBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-350
Closed -$76K – 95
2018
Q1 		$76K Buy
+350
New +$71.2K 0.03% 69

Other funds holding ADBE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Litman Gregory Wealth Management's ADBE Position: Q2 2018 in Review

Litman Gregory Wealth Management sold out of Adobe (ADBE) in Q2 2018, closing a stake of 350 shares — an estimated $76K sold.

Litman Gregory Wealth Management first reported a position in ADBE in Q1 2018 and held it in 1 quarter. The position peaked at $76K in Q1 2018. 1,345 funds tracked by Wall St. Rank hold ADBE as of Q2 2018.

  • Litman Gregory Wealth Management reported no remaining Adobe position as of Q2 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 350 Adobe shares in Q2 2018, an estimated $76K.
  • Litman Gregory Wealth Management first reported a position in Adobe in Q1 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Adobe position peaked at $76K in Q1 2018.
  • 1,345 funds tracked by Wall St. Rank held Adobe as of Q2 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.