New York Life Trust’s Jacobs Solutions J Stock Holding History

New York Life Trust’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
2016 Q1	–	Sell	-893	Closed	-$31K	–	266
2015 Q4	$31K	Buy	+893	New	+$30.6K	0.13%	166

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RCG

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New York Life Trust's J Position: Q1 2016 in Review

New York Life Trust sold out of Jacobs Solutions (J) in Q1 2016, closing a stake of 893 shares — an estimated $31K sold.

New York Life Trust first reported a position in J in Q4 2015 and held it in 1 quarter. The position peaked at $31K in Q4 2015. 432 funds tracked by Wall St. Rank hold J as of Q1 2016.

New York Life Trust reported no remaining Jacobs Solutions position as of Q1 2016 after selling out during the quarter.
New York Life Trust sold 893 Jacobs Solutions shares in Q1 2016, an estimated $31K.
New York Life Trust first reported a position in Jacobs Solutions in Q4 2015 and held it in 1 quarter.
New York Life Trust's Jacobs Solutions position peaked at $31K in Q4 2015.
432 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2016.

Based on New York Life Trust's 13F filing for Q1 2016, filed 16 May 2016.