WF
JBGS

Welch & Forbes’s JBG SMITH JBGS Stock Holding History

Welch & Forbes’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-6,065
Closed -$207K – 348
2017
Q3 		$207K Buy
+6,065
New +$205K 0.01% 321

Other funds holding JBGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
YU
Yale University New Haven, Connecticut $2.05M AUM 1.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Welch & Forbes's JBGS Position: Q4 2017 in Review

Welch & Forbes sold out of JBG SMITH (JBGS) in Q4 2017, closing a stake of 6,065 shares — an estimated $207K sold.

Welch & Forbes first reported a position in JBGS in Q3 2017 and held it in 1 quarter. The position peaked at $207K in Q3 2017. 265 funds tracked by Wall St. Rank hold JBGS as of Q4 2017.

  • Welch & Forbes reported no remaining JBG SMITH position as of Q4 2017 after selling out during the quarter.
  • Welch & Forbes sold 6,065 JBG SMITH shares in Q4 2017, an estimated $207K.
  • Welch & Forbes first reported a position in JBG SMITH in Q3 2017 and held it in 1 quarter.
  • Welch & Forbes's JBG SMITH position peaked at $207K in Q3 2017.
  • 265 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2017.

Based on Welch & Forbes's 13F filing for Q4 2017, filed 26 Jan 2018.