13F Filings History of Jackson Financial Management

Latest 13F report
Q4 2019 - 17 Jan 2020
Value $
$193,677,000
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 $193,677,000 as of Q4 2019. Top holdings included POWA, GLD, GSY, RSPS, and IHF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2019 43 $193,677,000 +$31,200,420 -$11,576,819 +$19,623,601 POWA, GLD, GSY, RSPS, IHF 13F-HR 17 Jan 2020, 16:58
Q3 2019 34 $165,732,000 +$27,557,483 -$16,110,438 +$11,447,045 POWA, GLD, ITA, RSPS, XMLV 13F-HR 01 Nov 2019, 11:48
Q2 2019 35 $153,520,000 +$5,865,464 -$7,103,778 -$1,238,314 POWA, IHF, XMLV, GLD, KYN 13F-HR 31 Jul 2019, 13:59
Q1 2019 38 $150,531,000 +$58,019,048 -$5,888,643 +$52,130,405 POWA, IHF, KYN, XMLV, GLD 13F-HR 06 May 2019, 11:58
Q4 2018 34 $90,541,000 +$2,353,202 -$23,254,682 -$20,901,480 NEAR, IHF, ITA, GLD, POWA 13F-HR 06 Feb 2019, 21:20
Q3 2018 39 $125,897,000 +$13,166,141 -$4,366,712 +$8,799,429 IHF, NEAR, XMLV, ITA, PCEF 13F-HR 19 Oct 2018, 13:33
Q2 2018 37 $112,213,000 +$44,695,194 -$43,748,509 +$946,685 IHF, XMLV, ITA, XHB, PCEF 13F-HR 18 Jul 2018, 16:29
Q1 2018 39 $108,970,000 +$15,124,543 -$12,417,067 +$2,707,476 IHF, XMLV, ITA, PCEF, XHB 13F-HR 30 Apr 2018, 16:07
Q4 2017 37 $109,473,000 $0 $0 $0 IHF, KYN, ITA, PCEF, XHB Restatement 30 Apr 2018, 15:46