Mosaic Family Wealth’s Jacobs Solutions J Stock Holding History

Mosaic Family Wealth’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
2018 Q1	–	Sell	-363	Closed	-$20K	–	685
2017 Q4	$20K	Buy	+363	New	+$18.6K	0.01%	450

Other funds holding J

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Mosaic Family Wealth's J Position: Q1 2018 in Review

Mosaic Family Wealth sold out of Jacobs Solutions (J) in Q1 2018, closing a stake of 363 shares — an estimated $20K sold.

Mosaic Family Wealth first reported a position in J in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 533 funds tracked by Wall St. Rank hold J as of Q1 2018.

Mosaic Family Wealth reported no remaining Jacobs Solutions position as of Q1 2018 after selling out during the quarter.
Mosaic Family Wealth sold 363 Jacobs Solutions shares in Q1 2018, an estimated $20K.
Mosaic Family Wealth first reported a position in Jacobs Solutions in Q4 2017 and held it in 1 quarter.
Mosaic Family Wealth's Jacobs Solutions position peaked at $20K in Q4 2017.
533 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2018.

Based on Mosaic Family Wealth's 13F filing for Q1 2018, filed 15 May 2018.