Wealthfront’s Jack Henry & Associates JKHY Stock Holding History

Wealthfront’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
2018 Q3	$202K	Buy	+1,264	New	+$186K	﹤0.01%	507
2017 Q4	–	Sell	-2,348	Closed	-$241K	–	519
2017 Q3	$241K	Sell	2,348 -3	-0.1%	-$311	﹤0.01%	458
2017 Q2	$244K	Buy	2,351 +73	+3%	+$7.29K	﹤0.01%	415
2017 Q1	$212K	Buy	+2,278	New	+$210K	﹤0.01%	414
2015 Q4	–	Sell	-443	Closed	-$31K	–	679
2015 Q3	$31K	Buy	443 +351	+382%	+$24.1K	﹤0.01%	614
2015 Q2	$6K	Buy	92 +19	+26%	+$1.26K	﹤0.01%	993
2015 Q1	$5K	Buy	73 +72	+7,200%	+$4.71K	﹤0.01%	791
2014 Q4	$0	Buy	+1	New	+$60	﹤0.01%	833

Other funds holding JKHY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront's JKHY Position: Q3 2018 in Review

Wealthfront opened a new position in Jack Henry & Associates (JKHY) in Q3 2018: 1,264 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #507 among its holdings. This is a return to the name: Wealthfront previously reported a position in JKHY as recently as Q3 2017.

Wealthfront first reported a position in JKHY in Q4 2014 and has held it in 8 quarters since. The position peaked at $244K in Q2 2017. 517 funds tracked by Wall St. Rank hold JKHY as of Q3 2018.

Wealthfront held 1,264 shares of Jack Henry & Associates worth $202K as of Q3 2018.
Jack Henry & Associates was a new Wealthfront position in Q3 2018.
Jack Henry & Associates made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #507 holding.
Wealthfront first reported a position in Jack Henry & Associates in Q4 2014 and has held it in 8 quarters since.
Wealthfront's Jack Henry & Associates position peaked at $244K in Q2 2017.
517 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.