Wealthcare Advisory Partners’s Jacobs Solutions J Stock Holding History

Wealthcare Advisory Partners’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
2018 Q4	–	Sell	-430	Closed	-$27K	–	1242
2018 Q3	$27K	Buy	430 +192	+81%	+$11.3K	0.01%	600
2018 Q2	$13K	Buy	+238	New	+$12.2K	﹤0.01%	765

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 $5.72T 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Wealthcare Advisory Partners's J Position: Q4 2018 in Review

Wealthcare Advisory Partners sold out of Jacobs Solutions (J) in Q4 2018, closing a stake of 430 shares — an estimated $27K sold.

Wealthcare Advisory Partners first reported a position in J in Q2 2018 and held it in 2 quarters. The position peaked at $27K in Q3 2018. 530 funds tracked by Wall St. Rank hold J as of Q4 2018.

Wealthcare Advisory Partners reported no remaining Jacobs Solutions position as of Q4 2018 after selling out during the quarter.
Wealthcare Advisory Partners sold 430 Jacobs Solutions shares in Q4 2018, an estimated $27K.
Wealthcare Advisory Partners first reported a position in Jacobs Solutions in Q2 2018 and held it in 2 quarters.
Wealthcare Advisory Partners's Jacobs Solutions position peaked at $27K in Q3 2018.
530 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2018, filed 14 Feb 2019.