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Independent Portfolio Consultants’s Jack Henry & Associates JKHY Stock Holding History

Independent Portfolio Consultants’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
-5,640
Closed -$440K – 781
2015
Q4 		$440K Buy
+5,640
New +$433K 0.13% 217
2014
Q3 		– Sell
-830
Closed -$49K – 898
2014
Q2 		$49K Buy
+830
New +$47.3K 0.01% 641

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 $1.56T AUM 27.86% 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 $733B AUM 35.63% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Independent Portfolio Consultants's JKHY Position: Q1 2016 in Review

Independent Portfolio Consultants sold out of Jack Henry & Associates (JKHY) in Q1 2016, closing a stake of 5,640 shares — an estimated $440K sold.

Independent Portfolio Consultants first reported a position in JKHY in Q2 2014 and held it in 2 quarters. The position peaked at $440K in Q4 2015. 380 funds tracked by Wall St. Rank hold JKHY as of Q1 2016.

  • Independent Portfolio Consultants reported no remaining Jack Henry & Associates position as of Q1 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 5,640 Jack Henry & Associates shares in Q1 2016, an estimated $440K.
  • Independent Portfolio Consultants first reported a position in Jack Henry & Associates in Q2 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's Jack Henry & Associates position peaked at $440K in Q4 2015.
  • 380 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2016.

Based on Independent Portfolio Consultants's 13F filing for Q1 2016, filed 13 Apr 2016.