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Strategic Capital Group’s Jacobs Solutions J Stock Holding History

Strategic Capital Group’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
Q2 		$2.48M Buy
56,235
+1,249
+2% +$59.5K 0.77% 50
2014
Q1 		$2.89M Buy
54,986
+23,125
+73% +$1.19M 0.93% 41
2013
Q4 		$1.66M Sell
31,861
-21,608
-40% -$1.07M 1.29% 23
2013
Q3 		$2.57M Buy
53,469
+11,410
+27% +$555K 0.97% 32
2013
Q2 		$1.92M Buy
+42,059
New +$1.87M 0.95% 34

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Strategic Capital Group's J Position: Q2 2014 in Review

Strategic Capital Group increased its Jacobs Solutions (J) stake by 2.3% in Q2 2014, buying an estimated $59.5K and bringing the position to 56,235 shares worth $2.48M. The position accounts for 0.77% of the portfolio, ranked #50.

Strategic Capital Group first reported a position in J in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.89M in Q1 2014. 480 funds tracked by Wall St. Rank hold J as of Q2 2014.

  • Strategic Capital Group held 56,235 shares of Jacobs Solutions worth $2.48M as of Q2 2014.
  • Strategic Capital Group bought 1,249 Jacobs Solutions shares in Q2 2014, an estimated $59.5K.
  • Jacobs Solutions made up 0.77% of Strategic Capital Group's portfolio in Q2 2014, its #50 holding.
  • Strategic Capital Group first reported a position in Jacobs Solutions in Q2 2013 and has held it in 5 quarters since.
  • Strategic Capital Group's Jacobs Solutions position peaked at $2.89M in Q1 2014.
  • 480 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.