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Moneta Group Investment Advisors’s Jabil JBL Stock Holding History

Moneta Group Investment 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
2015
Q4 		– Sell
-125
Closed -$3K – 282
2015
Q3 		$3K Buy
+125
New +$2.48K ﹤0.01% 496
2013
Q4 		– Sell
-28,400
Closed -$616K – 128
2013
Q3 		$616K Sell
28,400
-2,675
-9% -$61K 0.41% 46
2013
Q2 		$633K Buy
+31,075
New +$586K 0.45% 43

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Moneta Group Investment Advisors's JBL Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Jabil (JBL) in Q4 2015, closing a stake of 125 shares — an estimated $3K sold.

Moneta Group Investment Advisors first reported a position in JBL in Q2 2013 and held it in 3 quarters. The position peaked at $633K in Q2 2013. 326 funds tracked by Wall St. Rank hold JBL as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Jabil position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 125 Jabil shares in Q4 2015, an estimated $3K.
  • Moneta Group Investment Advisors first reported a position in Jabil in Q2 2013 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Jabil position peaked at $633K in Q2 2013.
  • 326 funds tracked by Wall St. Rank held Jabil as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.