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Personal Wealth Partners’s Jones Lang LaSalle JLL Stock Holding History

Personal Wealth Partners’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3
Closed -$1K – 330
2019
Q4 		$1K Hold
3
– – ﹤0.01% 430
2019
Q3 		$0 Buy
+3
New +$416 ﹤0.01% 603

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GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Personal Wealth Partners's JLL Position: Q1 2020 in Review

Personal Wealth Partners sold out of Jones Lang LaSalle (JLL) in Q1 2020, closing a stake of 3 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in JLL in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 393 funds tracked by Wall St. Rank hold JLL as of Q1 2020.

  • Personal Wealth Partners reported no remaining Jones Lang LaSalle position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 3 Jones Lang LaSalle shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in Jones Lang LaSalle in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Jones Lang LaSalle position peaked at $1K in Q4 2019.
  • 393 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.