Pricing

JACKSON FINANCIAL MANAGEMENT

0 followers ·
COSTA MESA CA Investment Advisor
13F Summary
Jackson Financial Management is based out of Costa Mesa. Jackson Financial Management is a large advisory firm with 496 clients and discretionary assets under management (AUM) of $472,375,004 (Form ADV from 2018-09-01). Whalewisdom has at least 10 13F filings

2020-03-31

Top Buys (13F)

Name % Change

2020-03-31

Top Sells (13F)

Name % Change

2020-03-31

13F Holdings Summary

2020-03-31

13F Activity

Market Value $0, Prior: $194m
New Purchases 0 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % %
Turnover %[1] %
Turnover Alt %[2] %
Time Held Top 20 quarters
Time Held Top 10 quarters
Time Held All quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2020-03-31

13F Sector Allocation Over Time

2020-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-03-31

Portfolio Performance