WA
J icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

WFG Advisors's J Position: Q1 2017 in Review

WFG Advisors sold out of Jacobs Solutions (J) in Q1 2017, closing a stake of 103 shares — an estimated $5K sold.

WFG Advisors first reported a position in J in Q2 2013 and held it in 15 quarters. The position peaked at $10K in Q2 2013. 486 funds tracked by Wall St. Rank hold J as of Q1 2017.

  • WFG Advisors reported no remaining Jacobs Solutions position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 103 Jacobs Solutions shares in Q1 2017, an estimated $5K.
  • WFG Advisors first reported a position in Jacobs Solutions in Q2 2013 and held it in 15 quarters.
  • WFG Advisors's Jacobs Solutions position peaked at $10K in Q2 2013.
  • 486 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.