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Wealthspire Advisors (Maryland)’s Jabil JBL Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio JBL Stock Details JBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-449
Closed -$12K – 1233
2019
Q1 		$12K Buy
449
+53
+13% +$1.42K ﹤0.01% 1461
2018
Q4 		$10K Buy
396
+199
+101% +$4.86K ﹤0.01% 1467
2018
Q3 		$5K Hold
197
– – ﹤0.01% 1803
2018
Q2 		$5K Sell
197
-4
-2% -$112 ﹤0.01% 1790
2018
Q1 		$6K Sell
201
-9
-4% -$245 ﹤0.01% 1739
2017
Q4 		$6K Sell
210
-9
-4% -$255 ﹤0.01% 1772
2017
Q3 		$6K Buy
219
+9
+4% +$272 ﹤0.01% 1735
2017
Q2 		$6K Sell
210
-49
-19% -$1.44K ﹤0.01% 1709
2017
Q1 		$7K Buy
259
+41
+19% +$1.05K ﹤0.01% 1447
2016
Q4 		$5K Sell
218
-9
-4% -$196 ﹤0.01% 1381
2016
Q3 		$5K Sell
227
-1
-0.4% -$21 ﹤0.01% 1385
2016
Q2 		$4K Buy
228
+68
+43% +$1.24K ﹤0.01% 1382
2016
Q1 		$3K Sell
160
-3,063
-95% -$61.8K ﹤0.01% 1453
2015
Q4 		$75K Buy
+3,223
New +$76.7K 0.01% 602

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s JBL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Jabil (JBL) in Q2 2019, closing a stake of 449 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in JBL in Q4 2015 and held it in 14 quarters. The position peaked at $75K in Q4 2015. 331 funds tracked by Wall St. Rank hold JBL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Jabil position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 449 Jabil shares in Q2 2019, an estimated $12K.
  • Wealthspire Advisors (Maryland) first reported a position in Jabil in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Jabil position peaked at $75K in Q4 2015.
  • 331 funds tracked by Wall St. Rank held Jabil as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.