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Proficio Capital Partners’s JELD-WEN Holding JELD Stock Holding History

Proficio Capital Partners’s Portfolio JELD Stock Details JELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-135
Closed -$3K – 845
2019
Q2 		$3K Buy
135
+3
+2% +$60 ﹤0.01% 1398
2019
Q1 		$2K Buy
132
+21
+19% +$378 ﹤0.01% 1367
2018
Q4 		$2K Buy
111
+105
+1,750% +$1.86K ﹤0.01% 1018
2018
Q3 		$0 Buy
+6
New +$160 ﹤0.01% 1276

Other funds holding JELD

Pzena Investment Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return

Proficio Capital Partners's JELD Position: Q3 2019 in Review

Proficio Capital Partners sold out of JELD-WEN Holding (JELD) in Q3 2019, closing a stake of 135 shares — an estimated $3K sold.

Proficio Capital Partners first reported a position in JELD in Q3 2018 and held it in 4 quarters. The position peaked at $3K in Q2 2019. 134 funds tracked by Wall St. Rank hold JELD as of Q3 2019.

  • Proficio Capital Partners reported no remaining JELD-WEN Holding position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 135 JELD-WEN Holding shares in Q3 2019, an estimated $3K.
  • Proficio Capital Partners first reported a position in JELD-WEN Holding in Q3 2018 and held it in 4 quarters.
  • Proficio Capital Partners's JELD-WEN Holding position peaked at $3K in Q2 2019.
  • 134 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.