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| Name: |
Jacobsen Capital Management |
| City: |
SALT LAKE CITY |
| State: |
UT |
| Zip: |
84111 |
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data |
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| Holdings
Found :
5 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SPGI |
S&P Global Inc |
27 |
- |
$441.88 |
$745,000 |
1,752 |
0.35% |
-27,000 |
0 |
0.001 |
Publishing |
|
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GLD |
streetTRACKS Gold Trust |
34 |
- |
$223.66 |
$596,000 |
2,898 |
0.28% |
42,000 |
0 |
0.001 |
Closed - End Fund - E... |
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SIVR |
Aberdeen Standard Physical ... |
53 |
- |
$30.14 |
$339,000 |
14,244 |
0.16% |
15,000 |
0 |
0.042 |
Closed - End Fund - Debt |
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BR |
Broadridge Financial Soluti... |
72 |
- |
$203.49 |
$240,000 |
1,172 |
0.11% |
-1,000 |
0 |
0.001 |
Business Services |
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STZ |
Constellation Brands Inc |
76 |
- |
$255.43 |
$232,000 |
852 |
0.11% |
26,000 |
0 |
0.001 |
Beverage - Wineries &... |
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