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Advisor Group’s Coffee Holding Co JVA Stock Holding History

Advisor Group’s Portfolio JVA Stock Details JVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,000
Closed -$4K – 5341
2019
Q2 		$4K Hold
1,000
– – ﹤0.01% 4763
2019
Q1 		$5K Buy
+1,000
New +$5.77K ﹤0.01% 4687

Other funds holding JVA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Advisor Group's JVA Position: Q3 2019 in Review

Advisor Group sold out of Coffee Holding Co (JVA) in Q3 2019, closing a stake of 1,000 shares — an estimated $4K sold.

Advisor Group first reported a position in JVA in Q1 2019 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 31 funds tracked by Wall St. Rank hold JVA as of Q3 2019.

  • Advisor Group reported no remaining Coffee Holding Co position as of Q3 2019 after selling out during the quarter.
  • Advisor Group sold 1,000 Coffee Holding Co shares in Q3 2019, an estimated $4K.
  • Advisor Group first reported a position in Coffee Holding Co in Q1 2019 and held it in 2 quarters.
  • Advisor Group's Coffee Holding Co position peaked at $5K in Q1 2019.
  • 31 funds tracked by Wall St. Rank held Coffee Holding Co as of Q3 2019.

Based on Advisor Group's 13F filing for Q3 2019, filed 13 Nov 2019.