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MPS Loria Financial Planners’s Jack Henry & Associates JKHY Stock Holding History

MPS Loria Financial Planners’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
-1,475
Closed -$205K – 74
2019
Q1 		$205K Buy
+1,475
New +$195K 0.14% 68
2018
Q4 		– Sell
-1,381
Closed -$221K – 75
2018
Q3 		$221K Buy
+1,381
New +$203K 0.14% 68
2017
Q3 		– Sell
-1,363
Closed -$145K – 216
2017
Q2 		$145K Buy
+1,363
New +$136K 0.1% 90

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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 $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

MPS Loria Financial Planners's JKHY Position: Q2 2019 in Review

MPS Loria Financial Planners sold out of Jack Henry & Associates (JKHY) in Q2 2019, closing a stake of 1,475 shares — an estimated $205K sold.

MPS Loria Financial Planners first reported a position in JKHY in Q2 2017 and held it in 3 quarters. The position peaked at $221K in Q3 2018. 554 funds tracked by Wall St. Rank hold JKHY as of Q2 2019.

  • MPS Loria Financial Planners reported no remaining Jack Henry & Associates position as of Q2 2019 after selling out during the quarter.
  • MPS Loria Financial Planners sold 1,475 Jack Henry & Associates shares in Q2 2019, an estimated $205K.
  • MPS Loria Financial Planners first reported a position in Jack Henry & Associates in Q2 2017 and held it in 3 quarters.
  • MPS Loria Financial Planners's Jack Henry & Associates position peaked at $221K in Q3 2018.
  • 554 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2019.

Based on MPS Loria Financial Planners's 13F filing for Q2 2019, filed 31 Jul 2019.