W
J icon

Wealthfront’s Jacobs Solutions J Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-1,723
Closed -$53K – 671
2015
Q3 		$53K Sell
1,723
-897
-34% -$30K ﹤0.01% 509
2015
Q2 		$88K Sell
2,620
-916
-26% -$33.5K ﹤0.01% 427
2015
Q1 		$132K Buy
3,536
+2,888
+446% +$101K 0.01% 335
2014
Q4 		$24K Sell
648
-106
-14% -$4.04K ﹤0.01% 538
2014
Q3 		$30K Buy
754
+585
+346% +$25.5K ﹤0.01% 482
2014
Q2 		$7K Sell
169
-165
-49% -$7.85K ﹤0.01% 527
2014
Q1 		$18K Buy
+334
New +$17.2K ﹤0.01% 450

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthfront's J Position: Q4 2015 in Review

Wealthfront sold out of Jacobs Solutions (J) in Q4 2015, closing a stake of 1,723 shares — an estimated $53K sold.

Wealthfront first reported a position in J in Q1 2014 and held it in 7 quarters. The position peaked at $132K in Q1 2015. 438 funds tracked by Wall St. Rank hold J as of Q4 2015.

  • Wealthfront reported no remaining Jacobs Solutions position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 1,723 Jacobs Solutions shares in Q4 2015, an estimated $53K.
  • Wealthfront first reported a position in Jacobs Solutions in Q1 2014 and held it in 7 quarters.
  • Wealthfront's Jacobs Solutions position peaked at $132K in Q1 2015.
  • 438 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.