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Weik Capital Management’s Jacobs Solutions J Stock Holding History

Weik Capital 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
Q4 		– Sell
-8,130
Closed -$328K – 110
2014
Q3 		$328K Buy
+8,130
New +$354K 0.2% 85

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Weik Capital Management's J Position: Q4 2014 in Review

Weik Capital Management sold out of Jacobs Solutions (J) in Q4 2014, closing a stake of 8,130 shares — an estimated $328K sold.

Weik Capital Management first reported a position in J in Q3 2014 and held it in 1 quarter. The position peaked at $328K in Q3 2014. 450 funds tracked by Wall St. Rank hold J as of Q4 2014.

  • Weik Capital Management reported no remaining Jacobs Solutions position as of Q4 2014 after selling out during the quarter.
  • Weik Capital Management sold 8,130 Jacobs Solutions shares in Q4 2014, an estimated $328K.
  • Weik Capital Management first reported a position in Jacobs Solutions in Q3 2014 and held it in 1 quarter.
  • Weik Capital Management's Jacobs Solutions position peaked at $328K in Q3 2014.
  • 450 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2014.

Based on Weik Capital Management's 13F filing for Q4 2014, filed 10 Feb 2015.