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Waverton Investment Management’s Jacobs Solutions J Stock Holding History

Waverton Investment Management’s Portfolio J Stock Details J Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-93,671
Closed -$4.92M – 122
2014
Q1 		$4.92M Buy
93,671
+653
+0.7% +$33.6K 0.23% 73
2013
Q4 		$4.85M Buy
93,018
+10,881
+13% +$539K 0.25% 71
2013
Q3 		$3.95M Buy
+82,137
New +$3.99M 0.23% 79

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Waverton Investment Management's J Position: Q2 2014 in Review

Waverton Investment Management sold out of Jacobs Solutions (J) in Q2 2014, closing a stake of 93,671 shares — an estimated $4.92M sold.

Waverton Investment Management first reported a position in J in Q3 2013 and held it in 3 quarters. The position peaked at $4.92M in Q1 2014. 480 funds tracked by Wall St. Rank hold J as of Q2 2014.

  • Waverton Investment Management reported no remaining Jacobs Solutions position as of Q2 2014 after selling out during the quarter.
  • Waverton Investment Management sold 93,671 Jacobs Solutions shares in Q2 2014, an estimated $4.92M.
  • Waverton Investment Management first reported a position in Jacobs Solutions in Q3 2013 and held it in 3 quarters.
  • Waverton Investment Management's Jacobs Solutions position peaked at $4.92M in Q1 2014.
  • 480 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2014.

Based on Waverton Investment Management's 13F filing for Q2 2014, filed 28 Jul 2014.