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Joel Isaacson & Co’s Jack Henry & Associates JKHY Stock Holding History

Joel Isaacson & Co’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
-110
Closed -$10K – 357
2016
Q4 		$10K Hold
110
– – ﹤0.01% 502
2016
Q3 		$9K Hold
110
– – ﹤0.01% 556
2016
Q2 		$10K Hold
110
– – ﹤0.01% 538
2016
Q1 		$9K Buy
+110
New +$8.83K ﹤0.01% 591

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 $3.38T AUM 44.17% 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

Joel Isaacson & Co's JKHY Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Jack Henry & Associates (JKHY) in Q1 2017, closing a stake of 110 shares — an estimated $10K sold.

Joel Isaacson & Co first reported a position in JKHY in Q1 2016 and held it in 4 quarters. The position peaked at $10K in Q4 2016. 399 funds tracked by Wall St. Rank hold JKHY as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Jack Henry & Associates position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 110 Jack Henry & Associates shares in Q1 2017, an estimated $10K.
  • Joel Isaacson & Co first reported a position in Jack Henry & Associates in Q1 2016 and held it in 4 quarters.
  • Joel Isaacson & Co's Jack Henry & Associates position peaked at $10K in Q4 2016.
  • 399 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.