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Rockefeller Financial Services’s Jack Henry & Associates JKHY Stock Holding History

Rockefeller Financial Services’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
2016
Q2 		– Sell
-156
Closed -$13K – 534
2016
Q1 		$13K Buy
+156
New +$12.5K ﹤0.01% 512

Other funds holding JKHY

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JHIU
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Rockefeller Financial Services's JKHY Position: Q2 2016 in Review

Rockefeller Financial Services sold out of Jack Henry & Associates (JKHY) in Q2 2016, closing a stake of 156 shares — an estimated $13K sold.

Rockefeller Financial Services first reported a position in JKHY in Q1 2016 and held it in 1 quarter. The position peaked at $13K in Q1 2016. 396 funds tracked by Wall St. Rank hold JKHY as of Q2 2016.

  • Rockefeller Financial Services reported no remaining Jack Henry & Associates position as of Q2 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 156 Jack Henry & Associates shares in Q2 2016, an estimated $13K.
  • Rockefeller Financial Services first reported a position in Jack Henry & Associates in Q1 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's Jack Henry & Associates position peaked at $13K in Q1 2016.
  • 396 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2016.

Based on Rockefeller Financial Services's 13F filing for Q2 2016, filed 20 Jul 2016.