WFG Advisors’s Jack in the Box JACK Stock Holding History

WFG 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
2014 Q1	–	Sell	-36	Closed	-$2K	–	2105
2013 Q4	$2K	Buy	36 +17	+89%	+$750	﹤0.01%	1968
2013 Q3	$1K	Hold	19	–	–	﹤0.01%	2041
2013 Q2	$1K	Buy	+19	New	+$697	﹤0.01%	1959

Other funds holding JACK

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WFG Advisors's JACK Position: Q1 2014 in Review

WFG Advisors sold out of Jack in the Box (JACK) in Q1 2014, closing a stake of 36 shares — an estimated $2K sold.

WFG Advisors first reported a position in JACK in Q2 2013 and held it in 3 quarters. The position peaked at $2K in Q4 2013. 213 funds tracked by Wall St. Rank hold JACK as of Q1 2014.

WFG Advisors reported no remaining Jack in the Box position as of Q1 2014 after selling out during the quarter.
WFG Advisors sold 36 Jack in the Box shares in Q1 2014, an estimated $2K.
WFG Advisors first reported a position in Jack in the Box in Q2 2013 and held it in 3 quarters.
WFG Advisors's Jack in the Box position peaked at $2K in Q4 2013.
213 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.