WIA
JBGS

Westbourne Investment Advisors’s JBG SMITH JBGS Stock Holding History

Westbourne Investment Advisors’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
2020
Q2 		– Sell
-6,680
Closed -$213K – 65
2020
Q1 		$213K Hold
6,680
– – 0.2% 78
2019
Q4 		$266K Buy
6,680
+375
+6% +$14.8K 0.18% 87
2019
Q3 		$247K Buy
+6,305
New +$246K 0.18% 85
2018
Q4 		– Sell
-2,925
Closed -$108K – 117
2018
Q3 		$108K Buy
+2,925
New +$108K 0.08% 125

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Westbourne Investment Advisors's JBGS Position: Q2 2020 in Review

Westbourne Investment Advisors sold out of JBG SMITH (JBGS) in Q2 2020, closing a stake of 6,680 shares — an estimated $213K sold.

Westbourne Investment Advisors first reported a position in JBGS in Q3 2018 and held it in 4 quarters. The position peaked at $266K in Q4 2019. 247 funds tracked by Wall St. Rank hold JBGS as of Q2 2020.

  • Westbourne Investment Advisors reported no remaining JBG SMITH position as of Q2 2020 after selling out during the quarter.
  • Westbourne Investment Advisors sold 6,680 JBG SMITH shares in Q2 2020, an estimated $213K.
  • Westbourne Investment Advisors first reported a position in JBG SMITH in Q3 2018 and held it in 4 quarters.
  • Westbourne Investment Advisors's JBG SMITH position peaked at $266K in Q4 2019.
  • 247 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2020.

Based on Westbourne Investment Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.