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Gupta Wealth Management’s Jack in the Box JACK Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$107K Buy
1,676
+950
+131% +$66.8K 0.03% 321
2015
Q4 		$56K Hold
726
– – 0.01% 406
2015
Q3 		$56K Hold
726
– – 0.01% 428
2015
Q2 		$64K Sell
726
-60
-8% -$5.39K 0.02% 418
2015
Q1 		$75K Buy
+786
New +$71.2K 0.02% 339

Other funds holding JACK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gupta Wealth Management's JACK Position: Q1 2016 in Review

Gupta Wealth Management increased its Jack in the Box (JACK) stake by 131% in Q1 2016, buying an estimated $66.8K and bringing the position to 1,676 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #321.

Gupta Wealth Management first reported a position in JACK in Q1 2015 and has held it in 5 quarters since. 244 funds tracked by Wall St. Rank hold JACK as of Q1 2016.

  • Gupta Wealth Management held 1,676 shares of Jack in the Box worth $107K as of Q1 2016.
  • Gupta Wealth Management bought 950 Jack in the Box shares in Q1 2016, an estimated $66.8K.
  • Jack in the Box made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #321 holding.
  • Gupta Wealth Management first reported a position in Jack in the Box in Q1 2015 and has held it in 5 quarters since.
  • 244 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.