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Round Table Investment Management’s Jabil JBL Stock Holding History

Round Table Investment Management’s Portfolio JBL Stock Details JBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-21,462
Closed -$374K – 64
2013
Q4 		$374K Buy
+21,462
New +$435K 0.04% 61

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Round Table Investment Management's JBL Position: Q1 2014 in Review

Round Table Investment Management sold out of Jabil (JBL) in Q1 2014, closing a stake of 21,462 shares — an estimated $374K sold.

Round Table Investment Management first reported a position in JBL in Q4 2013 and held it in 1 quarter. The position peaked at $374K in Q4 2013. 315 funds tracked by Wall St. Rank hold JBL as of Q1 2014.

  • Round Table Investment Management reported no remaining Jabil position as of Q1 2014 after selling out during the quarter.
  • Round Table Investment Management sold 21,462 Jabil shares in Q1 2014, an estimated $374K.
  • Round Table Investment Management first reported a position in Jabil in Q4 2013 and held it in 1 quarter.
  • Round Table Investment Management's Jabil position peaked at $374K in Q4 2013.
  • 315 funds tracked by Wall St. Rank held Jabil as of Q1 2014.

Based on Round Table Investment Management's 13F filing for Q1 2014, filed 15 May 2014.