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Tiedemann Advisors’s Jabil JBL Stock Holding History

Tiedemann Advisors’s Portfolio JBL Stock Details JBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-16,690
Closed -$337K – 35
2014
Q3 		$337K Buy
16,690
+4,876
+41% +$102K 0.69% 35
2014
Q2 		$246K Buy
+11,814
New +$220K 0.58% 31

Other funds holding JBL

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Tiedemann Advisors's JBL Position: Q4 2014 in Review

Tiedemann Advisors sold out of Jabil (JBL) in Q4 2014, closing a stake of 16,690 shares — an estimated $337K sold.

Tiedemann Advisors first reported a position in JBL in Q2 2014 and held it in 2 quarters. The position peaked at $337K in Q3 2014. 323 funds tracked by Wall St. Rank hold JBL as of Q4 2014.

  • Tiedemann Advisors reported no remaining Jabil position as of Q4 2014 after selling out during the quarter.
  • Tiedemann Advisors sold 16,690 Jabil shares in Q4 2014, an estimated $337K.
  • Tiedemann Advisors first reported a position in Jabil in Q2 2014 and held it in 2 quarters.
  • Tiedemann Advisors's Jabil position peaked at $337K in Q3 2014.
  • 323 funds tracked by Wall St. Rank held Jabil as of Q4 2014.

Based on Tiedemann Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.