Rockefeller Financial Services’s Jacobs Solutions J Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$82K	Hold	1,511	–	–	﹤0.01%	389
2017 Q3	$73K	Hold	1,511	–	–	﹤0.01%	400
2017 Q2	$68K	Hold	1,511	–	–	﹤0.01%	361
2017 Q1	$69K	Hold	1,511	–	–	﹤0.01%	383
2016 Q4	$71K	Hold	1,511	–	–	﹤0.01%	400
2016 Q3	$65K	Hold	1,511	–	–	﹤0.01%	379
2016 Q2	$62K	Hold	1,511	–	–	﹤0.01%	389
2016 Q1	$54K	Hold	1,511	–	–	﹤0.01%	418
2015 Q4	$52K	Hold	1,511	–	–	﹤0.01%	428
2015 Q3	$47K	Hold	1,511	–	–	﹤0.01%	420
2015 Q2	$51K	Hold	1,511	–	–	﹤0.01%	395
2015 Q1	$56K	Hold	1,511	–	–	﹤0.01%	411
2014 Q4	$56K	Hold	1,511	–	–	﹤0.01%	382
2014 Q3	$61K	Hold	1,511	–	–	﹤0.01%	394
2014 Q2	$67K	Hold	1,511	–	–	﹤0.01%	400
2014 Q1	$79K	Hold	1,511	–	–	﹤0.01%	405
2013 Q4	$79K	Hold	1,511	–	–	﹤0.01%	396
2013 Q3	$73K	Hold	1,511	–	–	﹤0.01%	398
2013 Q2	$69K	Buy	+1,511	New	+$67.1K	﹤0.01%	398

Other funds holding J

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Rockefeller Financial Services's J Position: Q4 2017 in Review

Rockefeller Financial Services held its Jacobs Solutions (J) position steady in Q4 2017 at 1,511 shares worth $82K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Rockefeller Financial Services first reported a position in J in Q2 2013 and has held it in 19 quarters since. 539 funds tracked by Wall St. Rank hold J as of Q4 2017.

Rockefeller Financial Services held 1,511 shares of Jacobs Solutions worth $82K as of Q4 2017.
Rockefeller Financial Services left its Jacobs Solutions share count unchanged in Q4 2017.
Jacobs Solutions made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #389 holding.
Rockefeller Financial Services first reported a position in Jacobs Solutions in Q2 2013 and has held it in 19 quarters since.
539 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.