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Summit Financial Wealth Advisors’s Jacobs Solutions J Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q4 		– Sell
-181
Closed -$5K – 165
2015
Q3 		$5K Hold
181
– – ﹤0.01% 204
2015
Q2 		$6K Hold
181
– – ﹤0.01% 244
2015
Q1 		$7K Hold
181
– – ﹤0.01% 207
2014
Q4 		$7K Buy
+181
New +$6.9K ﹤0.01% 210

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Summit Financial Wealth Advisors's J Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of Jacobs Solutions (J) in Q4 2015, closing a stake of 181 shares — an estimated $5K sold.

Summit Financial Wealth Advisors first reported a position in J in Q4 2014 and held it in 4 quarters. The position peaked at $7K in Q1 2015. 438 funds tracked by Wall St. Rank hold J as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Jacobs Solutions position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 181 Jacobs Solutions shares in Q4 2015, an estimated $5K.
  • Summit Financial Wealth Advisors first reported a position in Jacobs Solutions in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Jacobs Solutions position peaked at $7K in Q1 2015.
  • 438 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.