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

LBA 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
2017 Q1	–	Sell	-100	Closed	-$11K	–	457
2016 Q4	$11K	Buy	+100	New	+$10.2K	0.01%	321

Other funds holding JACK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

LBA Wealth Management's JACK Position: Q1 2017 in Review

LBA Wealth Management sold out of Jack in the Box (JACK) in Q1 2017, closing a stake of 100 shares — an estimated $11K sold.

LBA Wealth Management first reported a position in JACK in Q4 2016 and held it in 1 quarter. The position peaked at $11K in Q4 2016. 233 funds tracked by Wall St. Rank hold JACK as of Q1 2017.

LBA Wealth Management reported no remaining Jack in the Box position as of Q1 2017 after selling out during the quarter.
LBA Wealth Management sold 100 Jack in the Box shares in Q1 2017, an estimated $11K.
LBA Wealth Management first reported a position in Jack in the Box in Q4 2016 and held it in 1 quarter.
LBA Wealth Management's Jack in the Box position peaked at $11K in Q4 2016.
233 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.