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US Financial Advisors’s Jack in the Box JACK Stock Holding History

US Financial Advisors’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
2016
Q2 		– Sell
-54
Closed -$3K – 220
2016
Q1 		$3K Hold
54
– – 0.01% 287
2015
Q4 		$4K Hold
54
– – ﹤0.01% 398
2015
Q3 		$4K Hold
54
– – 0.01% 327
2015
Q2 		$5K Buy
+54
New +$4.85K ﹤0.01% 285

Other funds holding JACK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

US Financial Advisors's JACK Position: Q2 2016 in Review

US Financial Advisors sold out of Jack in the Box (JACK) in Q2 2016, closing a stake of 54 shares — an estimated $3K sold.

US Financial Advisors first reported a position in JACK in Q2 2015 and held it in 4 quarters. The position peaked at $5K in Q2 2015. 263 funds tracked by Wall St. Rank hold JACK as of Q2 2016.

  • US Financial Advisors reported no remaining Jack in the Box position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 54 Jack in the Box shares in Q2 2016, an estimated $3K.
  • US Financial Advisors first reported a position in Jack in the Box in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's Jack in the Box position peaked at $5K in Q2 2015.
  • 263 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.