Jacobus Wealth Management, Inc. current holdings: USA Stocks
Jacobus Wealth Management, Inc. reported $0.08 billion in share positions in stocks (listed in the US), 104 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are JPM, KMI, ABBV.
- SBUX: Country of operation United States; Class COM; Shares 2,097; Value $114,000.
- WAL: Country of operation United States; Class COM; Shares 3,000; Value $113,000.
- MET: Country of operation United States; Class COM; Shares 2,350; Value $104,000.
- VECO: Country of operation United States; Class COM; Shares 5,200; Value $102,000.
Form 13F-HR as filed (SEC CIK 1501542): quarter ended 2016-09-30, filed 2016-11-08. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2016-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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