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B. Riley Wealth Management’s Jack in the Box JACK Stock Holding History

B. Riley Wealth Management’s Portfolio JACK Stock Details JACK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-60
Closed -$5K – 1047
2015
Q1 		$5K Buy
+60
New +$5.44K ﹤0.01% 862
2014
Q3 		– Sell
-1,500
Closed -$89K – 1116
2014
Q2 		$89K Buy
+1,500
New +$86K 0.06% 363

Other funds holding JACK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

B. Riley Wealth Management's JACK Position: Q2 2015 in Review

B. Riley Wealth Management sold out of Jack in the Box (JACK) in Q2 2015, closing a stake of 60 shares — an estimated $5K sold.

B. Riley Wealth Management first reported a position in JACK in Q2 2014 and held it in 2 quarters. The position peaked at $89K in Q2 2014. 269 funds tracked by Wall St. Rank hold JACK as of Q2 2015.

  • B. Riley Wealth Management reported no remaining Jack in the Box position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 60 Jack in the Box shares in Q2 2015, an estimated $5K.
  • B. Riley Wealth Management first reported a position in Jack in the Box in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's Jack in the Box position peaked at $89K in Q2 2014.
  • 269 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2015.

Based on B. Riley Wealth Management's 13F filing for Q2 2015, filed 14 Jul 2015.