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Waverton Investment Management’s Jones Lang LaSalle JLL Stock Holding History

Waverton Investment Management’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-43,660
Closed -$5.17M – 123
2014
Q1 		$5.17M Buy
+43,660
New +$5.03M 0.25% 67

Other funds holding JLL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Waverton Investment Management sold out of Jones Lang LaSalle (JLL) in Q2 2014, closing a stake of 43,660 shares — an estimated $5.17M sold.

Waverton Investment Management first reported a position in JLL in Q1 2014 and held it in 1 quarter. The position peaked at $5.17M in Q1 2014. 277 funds tracked by Wall St. Rank hold JLL as of Q2 2014.

  • Waverton Investment Management reported no remaining Jones Lang LaSalle position as of Q2 2014 after selling out during the quarter.
  • Waverton Investment Management sold 43,660 Jones Lang LaSalle shares in Q2 2014, an estimated $5.17M.
  • Waverton Investment Management first reported a position in Jones Lang LaSalle in Q1 2014 and held it in 1 quarter.
  • Waverton Investment Management's Jones Lang LaSalle position peaked at $5.17M in Q1 2014.
  • 277 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2014.

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