WFG Advisors’s Jabil JBL Stock Holding History

WFG Advisors’s Portfolio JBL Stock Details JBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$2K	Hold	68	–	–	﹤0.01%	1417
2017 Q1	$2K	Hold	68	–	–	﹤0.01%	1341
2016 Q4	$2K	Hold	68	–	–	﹤0.01%	1417
2016 Q3	$1K	Sell	68 -23	-25%	-$479	﹤0.01%	1473
2016 Q2	$2K	Hold	91	–	–	﹤0.01%	1381
2016 Q1	$2K	Buy	91 +9	+11%	+$182	﹤0.01%	1343
2015 Q4	$2K	Buy	82 +14	+21%	+$333	﹤0.01%	1373
2015 Q3	$2K	Hold	68	–	–	﹤0.01%	1418
2015 Q2	$1K	Hold	68	–	–	﹤0.01%	1574
2015 Q1	$2K	Hold	68	–	–	﹤0.01%	1547
2014 Q4	$1K	Hold	68	–	–	﹤0.01%	1963
2014 Q3	$1K	Hold	68	–	–	﹤0.01%	1983
2014 Q2	$1K	Hold	68	–	–	﹤0.01%	1907
2014 Q1	$1K	Sell	68 -683	-91%	-$12.3K	﹤0.01%	1896
2013 Q4	$13K	Buy	751 +683	+1,004%	+$13.9K	﹤0.01%	1500
2013 Q3	$1K	Hold	68	–	–	﹤0.01%	2042
2013 Q2	$1K	Buy	+68	New	+$1.28K	﹤0.01%	1960

Other funds holding JBL

Fidelity Investments

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

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

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

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

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

Dimensional Fund Advisors

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

AQR Capital Management

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

Primecap Management

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