Jackson Wealth Management’s AutoZone AZO Stock Holding History

Jackson Wealth Management’s Portfolio AZO Stock Details AZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-2,716	Closed	-$1.97M	–	71
2015 Q3	$1.97M	Sell	2,716 -3	-0.1%	-$2.13K	0.7%	38
2015 Q2	$1.8M	Sell	2,719 -56	-2%	-$38.3K	0.61%	44
2015 Q1	$1.89M	Sell	2,775 -73	-3%	-$45.9K	0.61%	46
2014 Q4	$1.76M	Buy	+2,848	New	+$1.61M	0.58%	56

Other funds holding AZO

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Jackson Wealth Management's AZO Position: Q4 2015 in Review

Jackson Wealth Management sold out of AutoZone (AZO) in Q4 2015, closing a stake of 2,716 shares — an estimated $1.97M sold.

Jackson Wealth Management first reported a position in AZO in Q4 2014 and held it in 4 quarters. The position peaked at $1.97M in Q3 2015. 579 funds tracked by Wall St. Rank hold AZO as of Q4 2015.

Jackson Wealth Management reported no remaining AutoZone position as of Q4 2015 after selling out during the quarter.
Jackson Wealth Management sold 2,716 AutoZone shares in Q4 2015, an estimated $1.97M.
Jackson Wealth Management first reported a position in AutoZone in Q4 2014 and held it in 4 quarters.
Jackson Wealth Management's AutoZone position peaked at $1.97M in Q3 2015.
579 funds tracked by Wall St. Rank held AutoZone as of Q4 2015.

Based on Jackson Wealth Management's 13F filing for Q4 2015, filed 4 Feb 2016.