• 13F History

Jackson Financial Management

13F Filings History

Latest 13F report
Q4 2019 - Jan 17, 2020
Value $
$194M
Signature - Title
Tracy Oliff Jackson - President
Location
Costa Mesa, CA
Summary
This page shows a list of all the recent 13F filings made by Jackson Financial Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Jackson Financial Management reported 43 stock holdings with total value $194M as of Q4 2019. Top holdings included POWA, GLD, GSY, RSPS, and IHF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2019 43 $194M +$31.2M -$5.93M +$25.3M POWA, GLD, GSY, RSPS, IHF 13F-HR 1/17/2020, 03:58 PM
Q3 2019 34 $166M +$27.6M -$2.9M +$24.7M POWA, GLD, ITA, RSPS, XMLV 13F-HR 11/1/2019, 11:48 AM
Q2 2019 35 $154M +$5.87M -$2.84M +$3.03M POWA, IHF, XMLV, GLD, KYN 13F-HR 7/31/2019, 01:59 PM
Q1 2019 38 $151M +$58M -$4.97M +$53M POWA, IHF, KYN, XMLV, GLD 13F-HR 5/6/2019, 11:58 AM
Q4 2018 34 $90.5M +$2.35M -$14.9M -$12.6M NEAR, IHF, ITA, GLD, POWA 13F-HR 2/6/2019, 08:20 PM
Q3 2018 39 $126M +$13.2M -$4.17M +$9M IHF, NEAR, XMLV, ITA, PCEF 13F-HR 10/19/2018, 01:33 PM
Q2 2018 37 $112M +$44.7M -$2.17M +$42.5M IHF, XMLV, ITA, XHB, PCEF 13F-HR 7/18/2018, 04:29 PM
Q1 2018 39 $109M +$15.1M -$10.6M +$4.52M IHF, XMLVXXXX, ITA, PCEFXXXX, XHB 13F-HR 4/30/2018, 04:07 PM
Q4 2017 37 $109M IHF, KYN, ITA, PCEFXXXX, XHB Restatement 4/30/2018, 03:46 PM