Tarbox Family Office’s St Jude Medical STJ Stock Holding History

Tarbox Family Office’s Portfolio STJ Stock Details STJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-185	Closed	-$15K	–	622
2016 Q4	$15K	Buy	185 +9	+5%	+$714	0.01%	221
2016 Q3	$14K	Buy	176 +6	+4%	+$484	0.01%	217
2016 Q2	$13K	Hold	170	–	–	0.01%	220
2016 Q1	$9K	Sell	170 -5	-3%	-$272	0.01%	267
2015 Q4	$11K	Sell	175 -4	-2%	-$252	0.01%	224
2015 Q3	$11K	Buy	179 +14	+8%	+$999	0.01%	225
2015 Q2	$12K	Hold	165	–	–	0.01%	214
2015 Q1	$11K	Hold	165	–	–	0.01%	234
2014 Q4	$11K	Hold	165	–	–	0.01%	237
2014 Q3	$10K	Buy	165 +25	+18%	+$1.63K	0.01%	244
2014 Q2	$9K	Hold	140	–	–	0.01%	249
2014 Q1	$9K	Hold	140	–	–	0.01%	268
2013 Q4	$9K	Buy	+140	New	+$8.11K	0.01%	298

Other funds holding STJ

FPF

FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AIM

Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Tarbox Family Office's STJ Position: Q1 2017 in Review

Tarbox Family Office sold out of St Jude Medical (STJ) in Q1 2017, closing a stake of 185 shares — an estimated $15K sold.

Tarbox Family Office first reported a position in STJ in Q4 2013 and held it in 13 quarters. The position peaked at $15K in Q4 2016. 4 funds tracked by Wall St. Rank hold STJ as of Q1 2017.

Tarbox Family Office reported no remaining St Jude Medical position as of Q1 2017 after selling out during the quarter.
Tarbox Family Office sold 185 St Jude Medical shares in Q1 2017, an estimated $15K.
Tarbox Family Office first reported a position in St Jude Medical in Q4 2013 and held it in 13 quarters.
Tarbox Family Office's St Jude Medical position peaked at $15K in Q4 2016.
4 funds tracked by Wall St. Rank held St Jude Medical as of Q1 2017.

Based on Tarbox Family Office's 13F filing for Q1 2017, filed 28 Apr 2017.