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NEPWA
New England Private Wealth Advisors’s
Jack Henry & Associates
JKHY
Stock Holding History
New England Private Wealth Advisors’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
Q4
–
Sell
-3,000
Closed
-$438K
–
123
2019
Q3
$438K
Hold
3,000
–
–
0.11%
97
2019
Q2
$402K
Hold
3,000
–
–
0.1%
105
2019
Q1
$417K
Hold
3,000
–
–
0.11%
100
2018
Q4
$381K
Hold
3,000
–
–
0.11%
94
2018
Q3
$480K
Hold
3,000
–
–
0.13%
91
2018
Q2
$390K
Hold
3,000
–
–
0.11%
99
2018
Q1
$363K
Hold
3,000
–
–
0.1%
103
2017
Q4
$351K
Hold
3,000
–
–
0.1%
100
2017
Q3
$309K
Hold
3,000
–
–
0.09%
101
2017
Q2
$312K
Hold
3,000
–
–
0.1%
101
2017
Q1
$279K
Hold
3,000
–
–
0.09%
107
2016
Q4
$267K
Hold
3,000
–
–
0.09%
103
2016
Q3
$258K
Hold
3,000
–
–
0.09%
102
2016
Q2
$261K
Hold
3,000
–
–
0.1%
96
2016
Q1
$255K
Hold
3,000
–
–
0.1%
95
2015
Q4
$234K
Buy
+3,000
New
+$230K
0.09%
101
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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