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Wright Investors Service’s Jack in the Box JACK Stock Holding History

Wright Investors Service’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
2017
Q1 		– Sell
-2,705
Closed -$302K – 233
2016
Q4 		$302K Buy
2,705
+515
+24% +$52.6K 0.13% 192
2016
Q3 		$210K Sell
2,190
-3,465
-61% -$329K 0.09% 200
2016
Q2 		$486K Buy
+5,655
New +$427K 0.2% 149

Other funds holding JACK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Wright Investors Service's JACK Position: Q1 2017 in Review

Wright Investors Service sold out of Jack in the Box (JACK) in Q1 2017, closing a stake of 2,705 shares — an estimated $302K sold.

Wright Investors Service first reported a position in JACK in Q2 2016 and held it in 3 quarters. The position peaked at $486K in Q2 2016. 233 funds tracked by Wall St. Rank hold JACK as of Q1 2017.

  • Wright Investors Service reported no remaining Jack in the Box position as of Q1 2017 after selling out during the quarter.
  • Wright Investors Service sold 2,705 Jack in the Box shares in Q1 2017, an estimated $302K.
  • Wright Investors Service first reported a position in Jack in the Box in Q2 2016 and held it in 3 quarters.
  • Wright Investors Service's Jack in the Box position peaked at $486K in Q2 2016.
  • 233 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2017.

Based on Wright Investors Service's 13F filing for Q1 2017, filed 28 Apr 2017.