RNS
J icon

Robert N. Shapiro’s Jacobs Solutions J Stock Holding History

Robert N. Shapiro’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
Q4 		$65K Sell
1,765
-109
-6% -$4.16K 0.01% 410
2014
Q3 		$75K Sell
1,874
-211
-10% -$9.2K 0.01% 410
2014
Q2 		$92K Hold
2,085
– – 0.02% 383
2014
Q1 		$109K Sell
2,085
-21
-1% -$1.08K 0.02% 359
2013
Q4 		$109K Sell
2,106
-34
-2% -$1.68K 0.02% 357
2013
Q3 		$103K Sell
2,140
-12
-0.6% -$583 0.02% 403
2013
Q2 		$98K Buy
+2,152
New +$95.6K 0.02% 394

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Robert N. Shapiro's J Position: Q4 2014 in Review

Robert N. Shapiro reduced its Jacobs Solutions (J) stake by 5.8% in Q4 2014, selling an estimated $4.16K and leaving 1,765 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #410.

Robert N. Shapiro first reported a position in J in Q2 2013 and has held it in 7 quarters since. The position peaked at $109K in Q1 2014. 450 funds tracked by Wall St. Rank hold J as of Q4 2014.

  • Robert N. Shapiro held 1,765 shares of Jacobs Solutions worth $65K as of Q4 2014.
  • Robert N. Shapiro sold 109 Jacobs Solutions shares in Q4 2014, an estimated $4.16K.
  • Jacobs Solutions made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #410 holding.
  • Robert N. Shapiro first reported a position in Jacobs Solutions in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Jacobs Solutions position peaked at $109K in Q1 2014.
  • 450 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.