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Cornerstone Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Cornerstone Wealth Management’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
2017
Q3 		– Sell
-2,044
Closed -$214K – 403
2017
Q2 		$214K Buy
+2,044
New +$204K 0.05% 341

Other funds holding JKHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cornerstone Wealth Management's JKHY Position: Q3 2017 in Review

Cornerstone Wealth Management sold out of Jack Henry & Associates (JKHY) in Q3 2017, closing a stake of 2,044 shares — an estimated $214K sold.

Cornerstone Wealth Management first reported a position in JKHY in Q2 2017 and held it in 1 quarter. The position peaked at $214K in Q2 2017. 428 funds tracked by Wall St. Rank hold JKHY as of Q3 2017.

  • Cornerstone Wealth Management reported no remaining Jack Henry & Associates position as of Q3 2017 after selling out during the quarter.
  • Cornerstone Wealth Management sold 2,044 Jack Henry & Associates shares in Q3 2017, an estimated $214K.
  • Cornerstone Wealth Management first reported a position in Jack Henry & Associates in Q2 2017 and held it in 1 quarter.
  • Cornerstone Wealth Management's Jack Henry & Associates position peaked at $214K in Q2 2017.
  • 428 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2017.

Based on Cornerstone Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.