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LBA Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

LBA Wealth Management’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
Q2 		– Sell
-150
Closed -$13K – 452
2016
Q1 		$13K Buy
+150
New +$12K 0.01% 282
2014
Q4 		– Sell
-124
Closed -$7K – 344
2014
Q3 		$7K Buy
+124
New +$7.22K ﹤0.01% 302

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

LBA Wealth Management's JKHY Position: Q2 2016 in Review

LBA Wealth Management sold out of Jack Henry & Associates (JKHY) in Q2 2016, closing a stake of 150 shares — an estimated $13K sold.

LBA Wealth Management first reported a position in JKHY in Q3 2014 and held it in 2 quarters. The position peaked at $13K in Q1 2016. 396 funds tracked by Wall St. Rank hold JKHY as of Q2 2016.

  • LBA Wealth Management reported no remaining Jack Henry & Associates position as of Q2 2016 after selling out during the quarter.
  • LBA Wealth Management sold 150 Jack Henry & Associates shares in Q2 2016, an estimated $13K.
  • LBA Wealth Management first reported a position in Jack Henry & Associates in Q3 2014 and held it in 2 quarters.
  • LBA Wealth Management's Jack Henry & Associates position peaked at $13K in Q1 2016.
  • 396 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2016.

Based on LBA Wealth Management's 13F filing for Q2 2016, filed 12 Aug 2016.