Tiedemann Trust’s Jabil JBL Stock Holding History

Tiedemann Trust’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	-395,708	Closed	-$7.98M	–	71
2014 Q3	$7.98M	Buy	395,708 +48,228	+14%	+$1.01M	0.71%	37
2014 Q2	$7.26M	Buy	347,480 +77,729	+29%	+$1.44M	0.7%	33
2014 Q1	$4.86K	Buy	269,751 +130,582	+94%	+$2.35M	0.53%	42
2013 Q4	$2.43M	Buy	+139,169	New	+$2.82M	0.37%	32

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 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

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Trust's JBL Position: Q4 2014 in Review

Tiedemann Trust sold out of Jabil (JBL) in Q4 2014, closing a stake of 395,708 shares — an estimated $7.98M sold.

Tiedemann Trust first reported a position in JBL in Q4 2013 and held it in 4 quarters. The position peaked at $7.98M in Q3 2014. 323 funds tracked by Wall St. Rank hold JBL as of Q4 2014.

Tiedemann Trust reported no remaining Jabil position as of Q4 2014 after selling out during the quarter.
Tiedemann Trust sold 395,708 Jabil shares in Q4 2014, an estimated $7.98M.
Tiedemann Trust first reported a position in Jabil in Q4 2013 and held it in 4 quarters.
Tiedemann Trust's Jabil position peaked at $7.98M in Q3 2014.
323 funds tracked by Wall St. Rank held Jabil as of Q4 2014.

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