PO
JBGS

Private Ocean’s JBG SMITH JBGS Stock Holding History

Private Ocean’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-229
Closed -$9K – 558
2019
Q3 		$9K Buy
+229
New +$8.93K ﹤0.01% 420

Other funds holding JBGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Private Ocean's JBGS Position: Q4 2019 in Review

Private Ocean sold out of JBG SMITH (JBGS) in Q4 2019, closing a stake of 229 shares — an estimated $9K sold.

Private Ocean first reported a position in JBGS in Q3 2019 and held it in 1 quarter. The position peaked at $9K in Q3 2019. 262 funds tracked by Wall St. Rank hold JBGS as of Q4 2019.

  • Private Ocean reported no remaining JBG SMITH position as of Q4 2019 after selling out during the quarter.
  • Private Ocean sold 229 JBG SMITH shares in Q4 2019, an estimated $9K.
  • Private Ocean first reported a position in JBG SMITH in Q3 2019 and held it in 1 quarter.
  • Private Ocean's JBG SMITH position peaked at $9K in Q3 2019.
  • 262 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2019.

Based on Private Ocean's 13F filing for Q4 2019, filed 5 Feb 2020.