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Winch Advisory Services’s Jack Henry & Associates JKHY Stock Holding History

Winch Advisory Services’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
2019
Q3 		– Sell
-13
Closed -$2K – 387
2019
Q2 		$2K Buy
+13
New +$1.8K ﹤0.01% 362

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CIBC Private Wealth Group
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Winch Advisory Services's JKHY Position: Q3 2019 in Review

Winch Advisory Services sold out of Jack Henry & Associates (JKHY) in Q3 2019, closing a stake of 13 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in JKHY in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 547 funds tracked by Wall St. Rank hold JKHY as of Q3 2019.

  • Winch Advisory Services reported no remaining Jack Henry & Associates position as of Q3 2019 after selling out during the quarter.
  • Winch Advisory Services sold 13 Jack Henry & Associates shares in Q3 2019, an estimated $2K.
  • Winch Advisory Services first reported a position in Jack Henry & Associates in Q2 2019 and held it in 1 quarter.
  • Winch Advisory Services's Jack Henry & Associates position peaked at $2K in Q2 2019.
  • 547 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2019.

Based on Winch Advisory Services's 13F filing for Q3 2019, filed 13 Nov 2019.