New York Life Trust’s Jabil JBL Stock Holding History

New York Life Trust’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
2017 Q1	$8K	Buy	+284	New	+$7.26K	0.39%	81
2016 Q4	–	Sell	-270	Closed	-$6K	–	229
2016 Q3	$6K	Buy	+270	New	+$5.62K	0.03%	205
2016 Q2	–	Sell	-1,167	Closed	-$22K	–	279
2016 Q1	$22K	Sell	1,167 -3,137	-73%	-$63.3K	0.1%	190
2015 Q4	$100K	Buy	+4,304	New	+$102K	0.43%	92
2015 Q3	–	Sell	-2,221	Closed	-$47K	–	221
2015 Q2	$47K	Buy	2,221 +2,097	+1,691%	+$49.4K	0.2%	148
2015 Q1	$3K	Buy	+124	New	+$2.7K	0.01%	209
2014 Q1	–	Sell	-2,591	Closed	-$45K	–	213
2013 Q4	$45K	Buy	2,591 +565	+28%	+$11.5K	0.2%	149
2013 Q3	$44K	Buy	+2,026	New	+$46.2K	0.22%	145

Other funds holding JBL

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

New York Life Trust's JBL Position: Q1 2017 in Review

New York Life Trust opened a new position in Jabil (JBL) in Q1 2017: 284 shares worth $8K. The stake represents 0.39% of the portfolio and ranks #81 among its holdings. This is a return to the name: New York Life Trust previously reported a position in JBL as recently as Q3 2016.

New York Life Trust first reported a position in JBL in Q3 2013 and has held it in 8 quarters since. The position peaked at $100K in Q4 2015. 308 funds tracked by Wall St. Rank hold JBL as of Q1 2017.

New York Life Trust held 284 shares of Jabil worth $8K as of Q1 2017.
Jabil was a new New York Life Trust position in Q1 2017.
Jabil made up 0.39% of New York Life Trust's portfolio in Q1 2017, its #81 holding.
New York Life Trust first reported a position in Jabil in Q3 2013 and has held it in 8 quarters since.
New York Life Trust's Jabil position peaked at $100K in Q4 2015.
308 funds tracked by Wall St. Rank held Jabil as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.