Toth Financial Advisory’s JBG SMITH JBGS Stock Holding History

Toth Financial Advisory’s Portfolio JBGS Stock Details JBGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-305	Closed	-$12K	–	492
2019 Q2	$12K	Sell	305 -429	-58%	-$17.6K	﹤0.01%	309
2019 Q1	$30K	Sell	734 -10,170	-93%	-$399K	0.01%	237
2018 Q4	$380K	Buy	10,904 +63	+0.6%	+$2.37K	0.1%	108
2018 Q3	$399K	Buy	+10,841	New	+$399K	0.09%	126

Other funds holding JBGS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Toth Financial Advisory's JBGS Position: Q3 2019 in Review

Toth Financial Advisory sold out of JBG SMITH (JBGS) in Q3 2019, closing a stake of 305 shares — an estimated $12K sold.

Toth Financial Advisory first reported a position in JBGS in Q3 2018 and held it in 4 quarters. The position peaked at $399K in Q3 2018. 258 funds tracked by Wall St. Rank hold JBGS as of Q3 2019.

Toth Financial Advisory reported no remaining JBG SMITH position as of Q3 2019 after selling out during the quarter.
Toth Financial Advisory sold 305 JBG SMITH shares in Q3 2019, an estimated $12K.
Toth Financial Advisory first reported a position in JBG SMITH in Q3 2018 and held it in 4 quarters.
Toth Financial Advisory's JBG SMITH position peaked at $399K in Q3 2018.
258 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2019.

Based on Toth Financial Advisory's 13F filing for Q3 2019, filed 15 Oct 2019.