BWA
JAX

BDO Wealth Advisors’s J. Alexander's Holdings, Inc. JAX Stock Holding History

BDO Wealth Advisors’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
2017
Q4 		– Sell
-91
Closed -$1K – 499
2017
Q3 		$1K Hold
91
– – ﹤0.01% 434
2017
Q2 		$1K Buy
+91
New +$1.01K ﹤0.01% 547

Other funds holding JAX

EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
MPEM
Marathon Partners Equity Management New York $88.3M AUM 20.65% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NC
Nitorum Capital New York $114M AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BDO Wealth Advisors's JAX Position: Q4 2017 in Review

BDO Wealth Advisors sold out of J. Alexander's Holdings, Inc. (JAX) in Q4 2017, closing a stake of 91 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in JAX in Q2 2017 and held it in 2 quarters. The position peaked at $1K in Q3 2017. 97 funds tracked by Wall St. Rank hold JAX as of Q4 2017.

  • BDO Wealth Advisors reported no remaining J. Alexander's Holdings, Inc. position as of Q4 2017 after selling out during the quarter.
  • BDO Wealth Advisors sold 91 J. Alexander's Holdings, Inc. shares in Q4 2017, an estimated $1K.
  • BDO Wealth Advisors first reported a position in J. Alexander's Holdings, Inc. in Q2 2017 and held it in 2 quarters.
  • BDO Wealth Advisors's J. Alexander's Holdings, Inc. position peaked at $1K in Q3 2017.
  • 97 funds tracked by Wall St. Rank held J. Alexander's Holdings, Inc. as of Q4 2017.

Based on BDO Wealth Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.