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Haberer Registered Investment Advisor’s Jack in the Box JACK Stock Holding History

Haberer Registered Investment Advisor’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
2015
Q1 		$19K Hold
200
– – 0.01% 202
2014
Q4 		$16K Hold
200
– – 0.01% 209
2014
Q3 		$14K Hold
200
– – 0.01% 246
2014
Q2 		$12K Hold
200
– – 0.01% 258
2014
Q1 		$12K Hold
200
– – 0.01% 252
2013
Q4 		$10K Hold
200
– – ﹤0.01% 266
2013
Q3 		$8K Hold
200
– – ﹤0.01% 306
2013
Q2 		$8K Buy
+200
New +$7.33K ﹤0.01% 353

Other funds holding JACK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Haberer Registered Investment Advisor's JACK Position: Q1 2015 in Review

Haberer Registered Investment Advisor held its Jack in the Box (JACK) position steady in Q1 2015 at 200 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #202.

Haberer Registered Investment Advisor first reported a position in JACK in Q2 2013 and has held it in 8 quarters since. 283 funds tracked by Wall St. Rank hold JACK as of Q1 2015.

  • Haberer Registered Investment Advisor held 200 shares of Jack in the Box worth $19K as of Q1 2015.
  • Haberer Registered Investment Advisor left its Jack in the Box share count unchanged in Q1 2015.
  • Jack in the Box made up 0.01% of Haberer Registered Investment Advisor's portfolio in Q1 2015, its #202 holding.
  • Haberer Registered Investment Advisor first reported a position in Jack in the Box in Q2 2013 and has held it in 8 quarters since.
  • 283 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.