Wheatland Advisors’s Jacobs Solutions J Stock Holding History

Wheatland 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
2020 Q1	–	Sell	-6,264	Closed	-$465K	–	61
2019 Q4	$465K	Sell	6,264 -1,330	-18%	-$101K	0.59%	61
2019 Q3	$575K	Hold	7,594	–	–	0.52%	64
2019 Q2	$530K	Hold	7,594	–	–	0.4%	72
2019 Q1	$472K	Hold	7,594	–	–	0.36%	75
2018 Q4	$367K	Buy	7,594 +2	+0%	+$114	0.32%	73
2018 Q3	$480K	Hold	7,592	–	–	0.36%	71
2018 Q2	$399K	Buy	7,592 +1	+0%	+$51	0.32%	76
2018 Q1	$371K	Buy	7,591 +1	+0%	+$53	0.31%	79
2017 Q4	$414K	Buy	7,590 +1	+0%	+$51	0.33%	77
2017 Q3	$366K	Hold	7,589	–	–	0.31%	78
2017 Q2	$341K	Buy	7,589 +2	+0%	+$89	0.31%	79
2017 Q1	$347K	Buy	7,587 +91	+1%	+$4.3K	0.31%	75
2016 Q4	$353K	Hold	7,496	–	–	0.31%	71
2016 Q3	$321K	Hold	7,496	–	–	0.3%	72
2016 Q2	$309K	Hold	7,496	–	–	0.3%	71
2016 Q1	$270K	Hold	7,496	–	–	0.28%	76
2015 Q4	$260K	Sell	7,496 -604	-7%	-$20.7K	0.27%	76
2015 Q3	$251K	Hold	8,100	–	–	0.27%	77
2015 Q2	$272K	Hold	8,100	–	–	0.26%	80
2015 Q1	$303K	Hold	8,100	–	–	0.3%	72
2014 Q4	$299K	Hold	8,100	–	–	0.29%	73
2014 Q3	$327K	Sell	8,100 -967	-11%	-$42.2K	0.33%	69
2014 Q2	$1.12M	Hold	9,067	–	–	1.02%	42
2014 Q1	$476K	Hold	9,067	–	–	0.49%	61
2013 Q4	$472K	Buy	+9,067	New	+$449K	0.49%	60

Other funds holding J

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RCG

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wheatland Advisors's J Position: Q1 2020 in Review

Wheatland Advisors sold out of Jacobs Solutions (J) in Q1 2020, closing a stake of 6,264 shares — an estimated $465K sold.

Wheatland Advisors first reported a position in J in Q4 2013 and held it in 25 quarters. The position peaked at $1.12M in Q2 2014. 556 funds tracked by Wall St. Rank hold J as of Q1 2020.

Wheatland Advisors reported no remaining Jacobs Solutions position as of Q1 2020 after selling out during the quarter.
Wheatland Advisors sold 6,264 Jacobs Solutions shares in Q1 2020, an estimated $465K.
Wheatland Advisors first reported a position in Jacobs Solutions in Q4 2013 and held it in 25 quarters.
Wheatland Advisors's Jacobs Solutions position peaked at $1.12M in Q2 2014.
556 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2020.

Based on Wheatland Advisors's 13F filing for Q1 2020, filed 8 May 2020.