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Smith & Howard Wealth Management’s JB Hunt Transport Services JBHT Stock Holding History

Smith & Howard Wealth Management’s Portfolio JBHT Stock Details JBHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-257
Closed -$20K – 132
2013
Q4 		$20K Hold
257
– – 0.01% 169
2013
Q3 		$19K Hold
257
– – 0.01% 163
2013
Q2 		$19K Buy
+257
New +$18.6K 0.01% 136

Other funds holding JBHT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Smith & Howard Wealth Management's JBHT Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of JB Hunt Transport Services (JBHT) in Q1 2014, closing a stake of 257 shares — an estimated $20K sold.

Smith & Howard Wealth Management first reported a position in JBHT in Q2 2013 and held it in 3 quarters. The position peaked at $20K in Q4 2013. 319 funds tracked by Wall St. Rank hold JBHT as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining JB Hunt Transport Services position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 257 JB Hunt Transport Services shares in Q1 2014, an estimated $20K.
  • Smith & Howard Wealth Management first reported a position in JB Hunt Transport Services in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's JB Hunt Transport Services position peaked at $20K in Q4 2013.
  • 319 funds tracked by Wall St. Rank held JB Hunt Transport Services as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.