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YorkBridge Wealth Partners’s Jack in the Box JACK Stock Holding History

YorkBridge Wealth Partners’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
Q4 		– Sell
-15
Closed -$2K – 884
2017
Q3 		$2K Hold
15
– – ﹤0.01% 786
2017
Q2 		$1K Sell
15
-5
-25% -$516 ﹤0.01% 835
2017
Q1 		$2K Hold
20
– – ﹤0.01% 766
2016
Q4 		$2K Buy
+20
New +$2.04K ﹤0.01% 758

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JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YorkBridge Wealth Partners's JACK Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of Jack in the Box (JACK) in Q4 2017, closing a stake of 15 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in JACK in Q4 2016 and held it in 4 quarters. The position peaked at $2K in Q3 2017. 258 funds tracked by Wall St. Rank hold JACK as of Q4 2017.

  • YorkBridge Wealth Partners reported no remaining Jack in the Box position as of Q4 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 15 Jack in the Box shares in Q4 2017, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in Jack in the Box in Q4 2016 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Jack in the Box position peaked at $2K in Q3 2017.
  • 258 funds tracked by Wall St. Rank held Jack in the Box as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.