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IBEX Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History

IBEX Wealth Advisors’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
2017
Q1 		– Sell
-242
Closed -$22K – 234
2016
Q4 		$22K Buy
+242
New +$20.7K 0.01% 219

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

IBEX Wealth Advisors's JKHY Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Jack Henry & Associates (JKHY) in Q1 2017, closing a stake of 242 shares — an estimated $22K sold.

IBEX Wealth Advisors first reported a position in JKHY in Q4 2016 and held it in 1 quarter. The position peaked at $22K in Q4 2016. 399 funds tracked by Wall St. Rank hold JKHY as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Jack Henry & Associates position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 242 Jack Henry & Associates shares in Q1 2017, an estimated $22K.
  • IBEX Wealth Advisors first reported a position in Jack Henry & Associates in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Jack Henry & Associates position peaked at $22K in Q4 2016.
  • 399 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.