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BDO Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History

BDO Wealth Advisors’s Portfolio JKHY Stock Details JKHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,234
Closed -$161K – 642
2018
Q2 		$161K Buy
+1,234
New +$153K 0.05% 173

Other funds holding JKHY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BDO Wealth Advisors's JKHY Position: Q3 2018 in Review

BDO Wealth Advisors sold out of Jack Henry & Associates (JKHY) in Q3 2018, closing a stake of 1,234 shares — an estimated $161K sold.

BDO Wealth Advisors first reported a position in JKHY in Q2 2018 and held it in 1 quarter. The position peaked at $161K in Q2 2018. 516 funds tracked by Wall St. Rank hold JKHY as of Q3 2018.

  • BDO Wealth Advisors reported no remaining Jack Henry & Associates position as of Q3 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,234 Jack Henry & Associates shares in Q3 2018, an estimated $161K.
  • BDO Wealth Advisors first reported a position in Jack Henry & Associates in Q2 2018 and held it in 1 quarter.
  • BDO Wealth Advisors's Jack Henry & Associates position peaked at $161K in Q2 2018.
  • 516 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2018.

Based on BDO Wealth Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.