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

IHT 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
2018
Q2 		– Sell
-140
Closed -$12K – 908
2018
Q1 		$12K Hold
140
– – ﹤0.01% 1129
2017
Q4 		$13K Buy
140
+1
+0.7% +$102 ﹤0.01% 1114
2017
Q3 		$14K Hold
139
– – 0.01% 867
2017
Q2 		$403K Sell
139
-100
-42% -$10.3K 0.2% 130
2017
Q1 		$24K Sell
239
-75
-24% -$7.77K 0.02% 607
2016
Q4 		$34K Buy
+314
New +$32.1K 0.03% 482

Other funds holding JACK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

IHT Wealth Management's JACK Position: Q2 2018 in Review

IHT Wealth Management sold out of Jack in the Box (JACK) in Q2 2018, closing a stake of 140 shares — an estimated $12K sold.

IHT Wealth Management first reported a position in JACK in Q4 2016 and held it in 6 quarters. The position peaked at $403K in Q2 2017. 214 funds tracked by Wall St. Rank hold JACK as of Q2 2018.

  • IHT Wealth Management reported no remaining Jack in the Box position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 140 Jack in the Box shares in Q2 2018, an estimated $12K.
  • IHT Wealth Management first reported a position in Jack in the Box in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Jack in the Box position peaked at $403K in Q2 2017.
  • 214 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.