WIM
JACK icon

Westside Investment Management’s Jack in the Box JACK Stock Holding History

Westside Investment Management’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
Q4 		– Sell
-62
Closed -$6.23K – 856
2017
Q3 		$6.23K Hold
62
– – ﹤0.01% 636
2017
Q2 		$5.97K Sell
62
-11
-15% -$1.14K ﹤0.01% 631
2017
Q1 		$7.42K Hold
73
– – ﹤0.01% 570
2016
Q4 		$7.99K Buy
+73
New +$7.46K 0.01% 449

Other funds holding JACK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westside Investment Management's JACK Position: Q4 2017 in Review

Westside Investment Management sold out of Jack in the Box (JACK) in Q4 2017, closing a stake of 62 shares — an estimated $6.23K sold.

Westside Investment Management first reported a position in JACK in Q4 2016 and held it in 4 quarters. The position peaked at $7.99K in Q4 2016. 258 funds tracked by Wall St. Rank hold JACK as of Q4 2017.

  • Westside Investment Management reported no remaining Jack in the Box position as of Q4 2017 after selling out during the quarter.
  • Westside Investment Management sold 62 Jack in the Box shares in Q4 2017, an estimated $6.23K.
  • Westside Investment Management first reported a position in Jack in the Box in Q4 2016 and held it in 4 quarters.
  • Westside Investment Management's Jack in the Box position peaked at $7.99K in Q4 2016.
  • 258 funds tracked by Wall St. Rank held Jack in the Box as of Q4 2017.

Based on Westside Investment Management's 13F filing for Q4 2017, filed 15 Feb 2018.