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Fernwood Investment Management’s Jack Henry & Associates JKHY Stock Holding History

Fernwood Investment 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
2014
Q3 		– Sell
-15,100
Closed -$897K – 111
2014
Q2 		$897K Hold
15,100
– – 0.74% 45
2014
Q1 		$842K Sell
15,100
-6,975
-32% -$400K 0.78% 42
2013
Q4 		$1.31M Buy
+22,075
New +$1.23M 0.87% 38

Other funds holding JKHY

Vanguard Group
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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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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
TCOTO
Trust Company of the Ozarks Springfield, Missouri $290M AUM 12.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fernwood Investment Management's JKHY Position: Q3 2014 in Review

Fernwood Investment Management sold out of Jack Henry & Associates (JKHY) in Q3 2014, closing a stake of 15,100 shares — an estimated $897K sold.

Fernwood Investment Management first reported a position in JKHY in Q4 2013 and held it in 3 quarters. The position peaked at $1.31M in Q4 2013. 310 funds tracked by Wall St. Rank hold JKHY as of Q3 2014.

  • Fernwood Investment Management reported no remaining Jack Henry & Associates position as of Q3 2014 after selling out during the quarter.
  • Fernwood Investment Management sold 15,100 Jack Henry & Associates shares in Q3 2014, an estimated $897K.
  • Fernwood Investment Management first reported a position in Jack Henry & Associates in Q4 2013 and held it in 3 quarters.
  • Fernwood Investment Management's Jack Henry & Associates position peaked at $1.31M in Q4 2013.
  • 310 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2014.

Based on Fernwood Investment Management's 13F filing for Q3 2014, filed 6 Nov 2014.