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Hillsdale Investment Management’s Jack in the Box JACK Stock Holding History

Hillsdale Investment 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
Q4 		– Sell
-800
Closed -$77K – 514
2016
Q3 		$77K Sell
800
-100
-11% -$9.48K 0.02% 318
2016
Q2 		$77K Buy
+900
New +$68K 0.02% 327

Other funds holding JACK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hillsdale Investment Management's JACK Position: Q4 2016 in Review

Hillsdale Investment Management sold out of Jack in the Box (JACK) in Q4 2016, closing a stake of 800 shares — an estimated $77K sold.

Hillsdale Investment Management first reported a position in JACK in Q2 2016 and held it in 2 quarters. The position peaked at $77K in Q3 2016. 261 funds tracked by Wall St. Rank hold JACK as of Q4 2016.

  • Hillsdale Investment Management reported no remaining Jack in the Box position as of Q4 2016 after selling out during the quarter.
  • Hillsdale Investment Management sold 800 Jack in the Box shares in Q4 2016, an estimated $77K.
  • Hillsdale Investment Management first reported a position in Jack in the Box in Q2 2016 and held it in 2 quarters.
  • Hillsdale Investment Management's Jack in the Box position peaked at $77K in Q3 2016.
  • 261 funds tracked by Wall St. Rank held Jack in the Box as of Q4 2016.

Based on Hillsdale Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.