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Shepherd Kaplan Krochuk’s Jabil JBL Stock Holding History

Shepherd Kaplan Krochuk’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
2015
Q1 		– Sell
-6,500
Closed -$142K – 429
2014
Q4 		$142K Hold
6,500
– – 0.02% 393
2014
Q3 		$131K Hold
6,500
– – 0.02% 481
2014
Q2 		$136K Hold
6,500
– – 0.01% 491
2014
Q1 		$117K Buy
+6,500
New +$117K 0.01% 515

Other funds holding JBL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Shepherd Kaplan Krochuk's JBL Position: Q3 2016 in Review

Shepherd Kaplan Krochuk sold out of Jabil (JBL) in Q3 2016, closing a stake of 13,935 shares — an estimated $257K sold.

Shepherd Kaplan Krochuk first reported a position in JBL in Q1 2014 and held it in 10 quarters. The position peaked at $683K in Q4 2015. 293 funds tracked by Wall St. Rank hold JBL as of Q3 2016.

  • Shepherd Kaplan Krochuk reported no remaining Jabil position as of Q3 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 13,935 Jabil shares in Q3 2016, an estimated $257K.
  • Shepherd Kaplan Krochuk first reported a position in Jabil in Q1 2014 and held it in 10 quarters.
  • Shepherd Kaplan Krochuk's Jabil position peaked at $683K in Q4 2015.
  • 293 funds tracked by Wall St. Rank held Jabil as of Q3 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2016, filed 14 Nov 2016.