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Physicians Financial Services’s Jack in the Box JACK Stock Holding History

Physicians Financial Services’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
Q1 		– Sell
-540
Closed -$47K – 191
2016
Q4 		$47K Hold
540
– – 0.04% 164
2016
Q3 		$51K Hold
540
– – 0.04% 158
2016
Q2 		$46K Hold
540
– – 0.04% 160
2016
Q1 		$34K Hold
540
– – 0.03% 171
2015
Q4 		$41K Buy
+540
New +$41K 0.04% 172

Other funds holding JACK

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Physicians Financial Services's JACK Position: Q1 2017 in Review

Physicians Financial Services sold out of Jack in the Box (JACK) in Q1 2017, closing a stake of 540 shares — an estimated $47K sold.

Physicians Financial Services first reported a position in JACK in Q4 2015 and held it in 5 quarters. The position peaked at $51K in Q3 2016. 233 funds tracked by Wall St. Rank hold JACK as of Q1 2017.

  • Physicians Financial Services reported no remaining Jack in the Box position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 540 Jack in the Box shares in Q1 2017, an estimated $47K.
  • Physicians Financial Services first reported a position in Jack in the Box in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's Jack in the Box position peaked at $51K in Q3 2016.
  • 233 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.