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

Evercore 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 Q1	–	Sell	-171	Closed	-$20K	–	580
2017 Q4	$20K	Hold	171	–	–	﹤0.01%	732
2017 Q3	$18K	Hold	171	–	–	﹤0.01%	728
2017 Q2	$18K	Hold	171	–	–	﹤0.01%	737
2017 Q1	$16K	Hold	171	–	–	﹤0.01%	783
2016 Q4	$15K	Hold	171	–	–	﹤0.01%	790
2016 Q3	$15K	Sell	171 -122	-42%	-$10.7K	﹤0.01%	819
2016 Q2	$26K	Buy	+293	New	+$24.5K	﹤0.01%	711

Other funds holding JKHY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evercore Wealth Management's JKHY Position: Q1 2018 in Review

Evercore Wealth Management sold out of Jack Henry & Associates (JKHY) in Q1 2018, closing a stake of 171 shares — an estimated $20K sold.

Evercore Wealth Management first reported a position in JKHY in Q2 2016 and held it in 7 quarters. The position peaked at $26K in Q2 2016. 478 funds tracked by Wall St. Rank hold JKHY as of Q1 2018.

Evercore Wealth Management reported no remaining Jack Henry & Associates position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 171 Jack Henry & Associates shares in Q1 2018, an estimated $20K.
Evercore Wealth Management first reported a position in Jack Henry & Associates in Q2 2016 and held it in 7 quarters.
Evercore Wealth Management's Jack Henry & Associates position peaked at $26K in Q2 2016.
478 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.