Lucus Advisors’s Jacobs Solutions J Stock Holding History

Lucus Advisors’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
2017 Q3	–	Sell	-8,066	Closed	-$363K	–	220
2017 Q2	$363K	Sell	8,066 -891	-10%	-$39.6K	0.49%	28
2017 Q1	$410K	Buy	+8,957	New	+$424K	0.38%	107

Other funds holding J

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RCG

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Lucus Advisors's J Position: Q3 2017 in Review

Lucus Advisors sold out of Jacobs Solutions (J) in Q3 2017, closing a stake of 8,066 shares — an estimated $363K sold.

Lucus Advisors first reported a position in J in Q1 2017 and held it in 2 quarters. The position peaked at $410K in Q1 2017. 475 funds tracked by Wall St. Rank hold J as of Q3 2017.

Lucus Advisors reported no remaining Jacobs Solutions position as of Q3 2017 after selling out during the quarter.
Lucus Advisors sold 8,066 Jacobs Solutions shares in Q3 2017, an estimated $363K.
Lucus Advisors first reported a position in Jacobs Solutions in Q1 2017 and held it in 2 quarters.
Lucus Advisors's Jacobs Solutions position peaked at $410K in Q1 2017.
475 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2017.

Based on Lucus Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.