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Winch Advisory Services’s Jack in the Box JACK Stock Holding History

Winch Advisory Services’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
2015
Q3 		– Sell
-32
Closed -$3K – 256
2015
Q2 		$3K Hold
32
– – ﹤0.01% 234
2015
Q1 		$3K Buy
+32
New +$2.9K ﹤0.01% 234

Other funds holding JACK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Winch Advisory Services's JACK Position: Q3 2015 in Review

Winch Advisory Services sold out of Jack in the Box (JACK) in Q3 2015, closing a stake of 32 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in JACK in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q2 2015. 275 funds tracked by Wall St. Rank hold JACK as of Q3 2015.

  • Winch Advisory Services reported no remaining Jack in the Box position as of Q3 2015 after selling out during the quarter.
  • Winch Advisory Services sold 32 Jack in the Box shares in Q3 2015, an estimated $3K.
  • Winch Advisory Services first reported a position in Jack in the Box in Q1 2015 and held it in 2 quarters.
  • Winch Advisory Services's Jack in the Box position peaked at $3K in Q2 2015.
  • 275 funds tracked by Wall St. Rank held Jack in the Box as of Q3 2015.

Based on Winch Advisory Services's 13F filing for Q3 2015, filed 13 Nov 2015.