SWS Partners’s Jacobs Solutions J Stock Holding History

SWS Partners’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
2018 Q2	–	Sell	-17	Closed	-$1K	–	207
2018 Q1	$1K	Hold	17	–	–	﹤0.01%	361
2017 Q4	$1K	Buy	+17	New	+$872	﹤0.01%	384

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CGI

CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SWS Partners's J Position: Q2 2018 in Review

SWS Partners sold out of Jacobs Solutions (J) in Q2 2018, closing a stake of 17 shares — an estimated $1K sold.

SWS Partners first reported a position in J in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 538 funds tracked by Wall St. Rank hold J as of Q2 2018.

SWS Partners reported no remaining Jacobs Solutions position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 17 Jacobs Solutions shares in Q2 2018, an estimated $1K.
SWS Partners first reported a position in Jacobs Solutions in Q4 2017 and held it in 2 quarters.
SWS Partners's Jacobs Solutions position peaked at $1K in Q1 2018.
538 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.