Partnervest Advisory Services’s Jacobs Solutions J Stock Holding History

Partnervest Advisory Services’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
2014 Q3	–	Sell	-1,193	Closed	-$53K	–	490
2014 Q2	$53K	Buy	1,193 +1,036	+660%	+$49.3K	0.02%	355
2014 Q1	$8K	Hold	157	–	–	﹤0.01%	702
2013 Q4	$8K	Buy	157 +55	+54%	+$2.72K	﹤0.01%	682
2013 Q3	$5K	Hold	102	–	–	﹤0.01%	793
2013 Q2	$5K	Buy	+102	New	+$4.53K	﹤0.01%	731

Other funds holding J

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

RCG

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

BIT

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Partnervest Advisory Services's J Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Jacobs Solutions (J) in Q3 2014, closing a stake of 1,193 shares — an estimated $53K sold.

Partnervest Advisory Services first reported a position in J in Q2 2013 and held it in 5 quarters. The position peaked at $53K in Q2 2014. 460 funds tracked by Wall St. Rank hold J as of Q3 2014.

Partnervest Advisory Services reported no remaining Jacobs Solutions position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 1,193 Jacobs Solutions shares in Q3 2014, an estimated $53K.
Partnervest Advisory Services first reported a position in Jacobs Solutions in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Jacobs Solutions position peaked at $53K in Q2 2014.
460 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.