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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
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 $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WFG Advisors's JKHY Position: Q2 2017 in Review

WFG Advisors increased its Jack Henry & Associates (JKHY) stake by 0.25% in Q2 2017, buying an estimated $100 and bringing the position to 406 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #739.

WFG Advisors first reported a position in JKHY in Q2 2013 and has held it in 17 quarters since. The position peaked at $133K in Q2 2014. 423 funds tracked by Wall St. Rank hold JKHY as of Q2 2017.

  • WFG Advisors held 406 shares of Jack Henry & Associates worth $42K as of Q2 2017.
  • WFG Advisors bought 1 Jack Henry & Associates share in Q2 2017, an estimated $100.
  • Jack Henry & Associates made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #739 holding.
  • WFG Advisors first reported a position in Jack Henry & Associates in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Jack Henry & Associates position peaked at $133K in Q2 2014.
  • 423 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.