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First Personal Financial Services’s Jack in the Box JACK Stock Holding History

First Personal Financial Services’s Portfolio JACK Stock Details JACK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-24
Closed -$2K – 801
2018
Q1 		$2K Sell
24
-277
-92% -$24.8K ﹤0.01% 986
2017
Q4 		$30K Hold
301
– – 0.01% 572
2017
Q3 		$31K Hold
301
– – 0.01% 509
2017
Q2 		$30K Sell
301
-51
-14% -$5.26K 0.01% 512
2017
Q1 		$36K Hold
352
– – 0.01% 460
2016
Q4 		$39K Sell
352
-72
-17% -$7.35K 0.01% 421
2016
Q3 		$41K Sell
424
-136
-24% -$12.9K 0.01% 313
2016
Q2 		$48K Buy
+560
New +$42.3K 0.02% 269

Other funds holding JACK

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
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

First Personal Financial Services's JACK Position: Q2 2018 in Review

First Personal Financial Services sold out of Jack in the Box (JACK) in Q2 2018, closing a stake of 24 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in JACK in Q2 2016 and held it in 8 quarters. The position peaked at $48K in Q2 2016. 214 funds tracked by Wall St. Rank hold JACK as of Q2 2018.

  • First Personal Financial Services reported no remaining Jack in the Box position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 24 Jack in the Box shares in Q2 2018, an estimated $2K.
  • First Personal Financial Services first reported a position in Jack in the Box in Q2 2016 and held it in 8 quarters.
  • First Personal Financial Services's Jack in the Box position peaked at $48K in Q2 2016.
  • 214 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.