CFS
JMBA

Commonwealth Financial Services’s Jamba, Inc. JMBA Stock Holding History

Commonwealth Financial Services’s Portfolio JMBA Stock Details JMBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,000
Closed -$15K – 258
2015
Q1 		$15K Hold
1,000
– – 0.01% 158
2014
Q4 		$15K Buy
+1,000
New +$13.1K 0.01% 146

Other funds holding JMBA

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
ICP
Indus Capital Partners New York $39.7M AUM 53.95% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IAM
Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Commonwealth Financial Services's JMBA Position: Q2 2015 in Review

Commonwealth Financial Services sold out of Jamba, Inc. (JMBA) in Q2 2015, closing a stake of 1,000 shares — an estimated $15K sold.

Commonwealth Financial Services first reported a position in JMBA in Q4 2014 and held it in 2 quarters. The position peaked at $15K in Q1 2015. 83 funds tracked by Wall St. Rank hold JMBA as of Q2 2015.

  • Commonwealth Financial Services reported no remaining Jamba, Inc. position as of Q2 2015 after selling out during the quarter.
  • Commonwealth Financial Services sold 1,000 Jamba, Inc. shares in Q2 2015, an estimated $15K.
  • Commonwealth Financial Services first reported a position in Jamba, Inc. in Q4 2014 and held it in 2 quarters.
  • Commonwealth Financial Services's Jamba, Inc. position peaked at $15K in Q1 2015.
  • 83 funds tracked by Wall St. Rank held Jamba, Inc. as of Q2 2015.

Based on Commonwealth Financial Services's 13F filing for Q2 2015, filed 30 Jul 2015.