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

Gupta 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
2016
Q1 		– Sell
-125
Closed -$10K – 1213
2015
Q4 		$10K Hold
125
– – ﹤0.01% 880
2015
Q3 		$9K Hold
125
– – ﹤0.01% 927
2015
Q2 		$8K Buy
+125
New +$8.3K ﹤0.01% 949

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Gupta Wealth Management sold out of Jack Henry & Associates (JKHY) in Q1 2016, closing a stake of 125 shares — an estimated $10K sold.

Gupta Wealth Management first reported a position in JKHY in Q2 2015 and held it in 3 quarters. The position peaked at $10K in Q4 2015. 380 funds tracked by Wall St. Rank hold JKHY as of Q1 2016.

  • Gupta Wealth Management reported no remaining Jack Henry & Associates position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 125 Jack Henry & Associates shares in Q1 2016, an estimated $10K.
  • Gupta Wealth Management first reported a position in Jack Henry & Associates in Q2 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Jack Henry & Associates position peaked at $10K in Q4 2015.
  • 380 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2016.

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