Advisor Group’s J. Alexander's Holdings, Inc. JAX Stock Holding History

Advisor Group’s Portfolio JAX Stock Details JAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$10K	Sell	1,067 -2	-0.2%	-$20	﹤0.01%	4392
2019 Q3	$13K	Hold	1,069	–	–	﹤0.01%	4220
2019 Q2	$12K	Hold	1,069	–	–	﹤0.01%	4292
2019 Q1	$10K	Hold	1,069	–	–	﹤0.01%	4395
2018 Q4	$9K	Hold	1,069	–	–	﹤0.01%	4284
2018 Q3	$13K	Buy	1,069 +2	+0.2%	+$23	﹤0.01%	4150
2018 Q2	$12K	Hold	1,067	–	–	﹤0.01%	4009
2018 Q1	$12K	Hold	1,067	–	–	﹤0.01%	3992
2017 Q4	$10K	Hold	1,067	–	–	﹤0.01%	4113
2017 Q3	$12K	Sell	1,067 -34	-3%	-$351	﹤0.01%	3893
2017 Q2	$13K	Hold	1,101	–	–	﹤0.01%	3800
2017 Q1	$11K	Hold	1,101	–	–	﹤0.01%	3753
2016 Q4	$11K	Hold	1,101	–	–	﹤0.01%	3587
2016 Q3	$11K	Hold	1,101	–	–	﹤0.01%	3527
2016 Q2	$10K	Buy	+1,101	New	+$11.2K	﹤0.01%	3498

Other funds holding JAX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

MPEM

Marathon Partners Equity Management New York $107M AUM 35.61% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisor Group's JAX Position: Q4 2019 in Review

Advisor Group reduced its J. Alexander's Holdings, Inc. (JAX) stake by 0.19% in Q4 2019, selling an estimated $20 and leaving 1,067 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #4392.

Advisor Group first reported a position in JAX in Q2 2016 and has held it in 15 quarters since. The position peaked at $13K in Q3 2019. 91 funds tracked by Wall St. Rank hold JAX as of Q4 2019.

Advisor Group held 1,067 shares of J. Alexander's Holdings, Inc. worth $10K as of Q4 2019.
Advisor Group sold 2 J. Alexander's Holdings, Inc. shares in Q4 2019, an estimated $20.
J. Alexander's Holdings, Inc. made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4392 holding.
Advisor Group first reported a position in J. Alexander's Holdings, Inc. in Q2 2016 and has held it in 15 quarters since.
Advisor Group's J. Alexander's Holdings, Inc. position peaked at $13K in Q3 2019.
91 funds tracked by Wall St. Rank held J. Alexander's Holdings, Inc. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.