Welch & Forbes’s Jacobs Solutions J Stock Holding History

Welch & Forbes’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 Q3	–	Sell	-4,836	Closed	-$213K	–	353
2014 Q2	$213K	Buy	+4,836	New	+$230K	0.01%	318

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Welch & Forbes's J Position: Q3 2014 in Review

Welch & Forbes sold out of Jacobs Solutions (J) in Q3 2014, closing a stake of 4,836 shares — an estimated $213K sold.

Welch & Forbes first reported a position in J in Q2 2014 and held it in 1 quarter. The position peaked at $213K in Q2 2014. 460 funds tracked by Wall St. Rank hold J as of Q3 2014.

Welch & Forbes reported no remaining Jacobs Solutions position as of Q3 2014 after selling out during the quarter.
Welch & Forbes sold 4,836 Jacobs Solutions shares in Q3 2014, an estimated $213K.
Welch & Forbes first reported a position in Jacobs Solutions in Q2 2014 and held it in 1 quarter.
Welch & Forbes's Jacobs Solutions position peaked at $213K in Q2 2014.
460 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2014.

Based on Welch & Forbes's 13F filing for Q3 2014, filed 27 Oct 2014.