WFG Advisors’s Jack Henry & Associates JKHY Stock Holding History

WFG Advisors’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
2017 Q2	$42K	Buy	406 +1	+0.2%	+$100	0.01%	739
2017 Q1	$38K	Buy	405 +1	+0.2%	+$92	0.01%	731
2016 Q4	$36K	Buy	404 +45	+13%	+$3.84K	0.01%	795
2016 Q3	$31K	Sell	359 -133	-27%	-$11.7K	0.01%	827
2016 Q2	$43K	Buy	492 +2	+0.4%	+$167	0.01%	719
2016 Q1	$41K	Sell	490 -173	-26%	-$13.9K	0.01%	715
2015 Q4	$52K	Buy	663 +2	+0.3%	+$154	0.02%	648
2015 Q3	$46K	Sell	661 -71	-10%	-$4.88K	0.01%	671
2015 Q2	$47K	Sell	732 -652	-47%	-$43.3K	0.01%	746
2015 Q1	$97K	Sell	1,384 -197	-12%	-$12.9K	0.03%	544
2014 Q4	$98K	Sell	1,581 -670	-30%	-$40K	0.02%	643
2014 Q3	$125K	Buy	2,251 +6	+0.3%	+$349	0.02%	583
2014 Q2	$133K	Buy	2,245 +5	+0.2%	+$285	0.02%	559
2014 Q1	$125K	Buy	2,240 +495	+28%	+$28.4K	0.03%	563
2013 Q4	$103K	Buy	1,745 +715	+69%	+$39.9K	0.01%	727
2013 Q3	$53K	Buy	1,030 +25	+2%	+$1.25K	0.01%	908
2013 Q2	$47K	Buy	+1,005	New	+$46.5K	0.01%	905

Other funds holding JKHY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital World Investors

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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

Kayne Anderson Rudnick Investment Management

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

Neuberger Berman Group

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return