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

Other funds holding JKHY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

New England Private Wealth Advisors's JKHY Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Jack Henry & Associates (JKHY) in Q4 2019, closing a stake of 3,000 shares — an estimated $438K sold.

New England Private Wealth Advisors first reported a position in JKHY in Q4 2015 and held it in 16 quarters. The position peaked at $480K in Q3 2018. 598 funds tracked by Wall St. Rank hold JKHY as of Q4 2019.

New England Private Wealth Advisors reported no remaining Jack Henry & Associates position as of Q4 2019 after selling out during the quarter.
New England Private Wealth Advisors sold 3,000 Jack Henry & Associates shares in Q4 2019, an estimated $438K.
New England Private Wealth Advisors first reported a position in Jack Henry & Associates in Q4 2015 and held it in 16 quarters.
New England Private Wealth Advisors's Jack Henry & Associates position peaked at $480K in Q3 2018.
598 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.