Creative Planning
JAX

Creative Planning’s J. Alexander's Holdings, Inc. JAX Stock Holding History

Creative Planning’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
Q3 		– Sell
-1,258
Closed -$15K – 4094
2017
Q2 		$15K Sell
1,258
-52
-4% -$575 ﹤0.01% 3381
2017
Q1 		$13K Buy
1,310
+49
+4% +$477 ﹤0.01% 3444
2016
Q4 		$14K Sell
1,261
-350
-22% -$3.47K ﹤0.01% 3335
2016
Q3 		$16K Buy
1,611
+474
+42% +$4.65K ﹤0.01% 3220
2016
Q2 		$11K Hold
1,137
– – ﹤0.01% 3216
2016
Q1 		$12K Sell
1,137
-8
-0.7% -$78 ﹤0.01% 3127
2015
Q4 		$13K Buy
1,145
+586
+105% +$6.14K ﹤0.01% 3150
2015
Q3 		$6K Buy
+559
New +$5.51K ﹤0.01% 3551

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
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
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

Creative Planning's JAX Position: Q3 2017 in Review

Creative Planning sold out of J. Alexander's Holdings, Inc. (JAX) in Q3 2017, closing a stake of 1,258 shares — an estimated $15K sold.

Creative Planning first reported a position in JAX in Q3 2015 and held it in 8 quarters. The position peaked at $16K in Q3 2016. 96 funds tracked by Wall St. Rank hold JAX as of Q3 2017.

  • Creative Planning reported no remaining J. Alexander's Holdings, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,258 J. Alexander's Holdings, Inc. shares in Q3 2017, an estimated $15K.
  • Creative Planning first reported a position in J. Alexander's Holdings, Inc. in Q3 2015 and held it in 8 quarters.
  • Creative Planning's J. Alexander's Holdings, Inc. position peaked at $16K in Q3 2016.
  • 96 funds tracked by Wall St. Rank held J. Alexander's Holdings, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.