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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
2018
Q3 		– Sell
-14,889
Closed -$114K – 1417
2018
Q2 		$114K Buy
+14,889
New +$1.85M ﹤0.01% 1398
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 $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

Cornerstone Wealth Management's JKHY Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Jack Henry & Associates (JKHY) in Q3 2018, closing a stake of 14,889 shares — an estimated $114K sold.

Cornerstone Wealth Management first reported a position in JKHY in Q2 2017 and held it in 2 quarters. The position peaked at $214K in Q2 2017. 516 funds tracked by Wall St. Rank hold JKHY as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Jack Henry & Associates position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 14,889 Jack Henry & Associates shares in Q3 2018, an estimated $114K.
  • Cornerstone Wealth Management first reported a position in Jack Henry & Associates in Q2 2017 and held it in 2 quarters.
  • Cornerstone Wealth Management's Jack Henry & Associates position peaked at $214K in Q2 2017.
  • 516 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.