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Reliance Trust’s Jacobs Solutions J Stock Holding History

Reliance Trust’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
2013
Q4 		– Sell
-4,483
Closed -$216K – 165
2013
Q3 		$216K Sell
4,483
-2,987
-40% -$145K 0.21% 145
2013
Q2 		$340K Buy
+7,470
New +$332K 0.22% 106

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Reliance Trust's J Position: Q4 2013 in Review

Reliance Trust sold out of Jacobs Solutions (J) in Q4 2013, closing a stake of 4,483 shares — an estimated $216K sold.

Reliance Trust first reported a position in J in Q2 2013 and held it in 2 quarters. The position peaked at $340K in Q2 2013. 469 funds tracked by Wall St. Rank hold J as of Q4 2013.

  • Reliance Trust reported no remaining Jacobs Solutions position as of Q4 2013 after selling out during the quarter.
  • Reliance Trust sold 4,483 Jacobs Solutions shares in Q4 2013, an estimated $216K.
  • Reliance Trust first reported a position in Jacobs Solutions in Q2 2013 and held it in 2 quarters.
  • Reliance Trust's Jacobs Solutions position peaked at $340K in Q2 2013.
  • 469 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2013.

Based on Reliance Trust's 13F filing for Q4 2013, filed 13 Jan 2014.