Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
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WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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VIA
Virtus Investment Advisers’s
Jacobs Solutions
J
Stock Holding History
Virtus Investment Advisers’s Portfolio
J Stock Details
J Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q1
–
Sell
-2,370
Closed
-$129K
–
233
2017
Q4
$129K
Sell
2,370
-1,126
-32%
-$57.8K
0.01%
452
2017
Q3
$169K
Sell
3,496
-407
-10%
-$18.2K
0.02%
430
2017
Q2
$176K
Sell
3,903
-303
-7%
-$13.5K
0.02%
432
2017
Q1
$192K
Sell
4,206
-818
-16%
-$38.7K
0.02%
407
2016
Q4
$237K
Buy
5,024
+3,432
+216%
+$158K
0.02%
426
2016
Q3
$68K
Buy
+1,592
New
+$69K
﹤0.01%
514
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
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Primecap Management
Pasadena, California
$127B AUM
44.11%
1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb
New York
$6.03B AUM
12.06%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Artisan Partners
Milwaukee, Wisconsin
$61.3B AUM
26.25%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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