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Yorktown Management & Research Company’s Jacobs Solutions J Stock Holding History

Yorktown Management & Research Company’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
2014
Q3 		– Sell
-4,836
Closed -$213K – 479
2014
Q2 		$213K Hold
4,836
– – 0.04% 426
2014
Q1 		$254K Buy
+4,836
New +$249K 0.05% 306

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Yorktown Management & Research Company's J Position: Q3 2014 in Review

Yorktown Management & Research Company sold out of Jacobs Solutions (J) in Q3 2014, closing a stake of 4,836 shares — an estimated $213K sold.

Yorktown Management & Research Company first reported a position in J in Q1 2014 and held it in 2 quarters. The position peaked at $254K in Q1 2014. 460 funds tracked by Wall St. Rank hold J as of Q3 2014.

  • Yorktown Management & Research Company reported no remaining Jacobs Solutions position as of Q3 2014 after selling out during the quarter.
  • Yorktown Management & Research Company sold 4,836 Jacobs Solutions shares in Q3 2014, an estimated $213K.
  • Yorktown Management & Research Company first reported a position in Jacobs Solutions in Q1 2014 and held it in 2 quarters.
  • Yorktown Management & Research Company's Jacobs Solutions position peaked at $254K in Q1 2014.
  • 460 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2014.

Based on Yorktown Management & Research Company's 13F filing for Q3 2014, filed 31 Oct 2014.