WFG Advisors’s Jacobs Solutions J Stock Holding History

WFG Advisors’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
2017 Q1	–	Sell	-103	Closed	-$5K	–	1577
2016 Q4	$5K	Sell	103 -17	-14%	-$783	﹤0.01%	1266
2016 Q3	$5K	Buy	120 +103	+606%	+$4.47K	﹤0.01%	1272
2016 Q2	$1K	Sell	17 -22	-56%	-$867	﹤0.01%	1460
2016 Q1	$1K	Hold	39	–	–	﹤0.01%	1423
2015 Q4	$1K	Sell	39 -3	-7%	-$103	﹤0.01%	1466
2015 Q3	$1K	Hold	42	–	–	﹤0.01%	1502
2015 Q2	$1K	Hold	42	–	–	﹤0.01%	1573
2015 Q1	$2K	Hold	42	–	–	﹤0.01%	1546
2014 Q4	$2K	Hold	42	–	–	﹤0.01%	1848
2014 Q3	$2K	Hold	42	–	–	﹤0.01%	1873
2014 Q2	$2K	Hold	42	–	–	﹤0.01%	1821
2014 Q1	$2K	Sell	42 -8	-16%	-$412	﹤0.01%	1805
2013 Q4	$3K	Hold	50	–	–	﹤0.01%	1878
2013 Q3	$2K	Sell	50 -174	-78%	-$8.46K	﹤0.01%	1936
2013 Q2	$10K	Buy	+224	New	+$9.95K	﹤0.01%	1447

Other funds holding J

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return