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KWMG LLC’s Jack Henry & Associates JKHY Stock Holding History

KWMG LLC’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
2019
Q2 		– Sell
-160
Closed -$22K – 285
2019
Q1 		$22K Hold
160
– – 0.01% 219
2018
Q4 		$20K Hold
160
– – 0.01% 223
2018
Q3 		$26K Hold
160
– – 0.01% 206
2018
Q2 		$21K Buy
+160
New +$19.9K 0.01% 213
2016
Q1 		– Sell
-4,053
Closed -$316K – 139
2015
Q4 		$316K Buy
4,053
+40
+1% +$3.07K 0.21% 114
2015
Q3 		$279K Buy
4,013
+677
+20% +$46.6K 0.21% 101
2015
Q2 		$216K Buy
+3,336
New +$221K 0.16% 118

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return