LWCFA
JACK icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Jack in the Box JACK Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q4 		– Sell
-15
Closed -$2K – 804
2017
Q3 		$2K Buy
+15
New +$1.44K ﹤0.01% 651

Other funds holding JACK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's JACK Position: Q4 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Jack in the Box (JACK) in Q4 2017, closing a stake of 15 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in JACK in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 258 funds tracked by Wall St. Rank hold JACK as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Jack in the Box position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 15 Jack in the Box shares in Q4 2017, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Jack in the Box in Q3 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Jack in the Box position peaked at $2K in Q3 2017.
  • 258 funds tracked by Wall St. Rank held Jack in the Box as of Q4 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.