Creative Planning’s Jamba, Inc. JMBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-17,469
| Closed | -$186K | – | 2239 |
|
|
2018
Q2 | $186K | Buy |
17,469
+4,202
| +32% | +$40.4K | ﹤0.01% | 1659 |
|
|
2018
Q1 | $114K | Buy |
+13,267
| New | +$115K | ﹤0.01% | 1726 |
|
|
2017
Q3 | – | Sell |
-2,628
| Closed | -$20K | – | 4693 |
|
|
2017
Q2 | $20K | Hold |
2,628
| – | – | ﹤0.01% | 3203 |
|
|
2017
Q1 | $24K | Hold |
2,628
| – | – | ﹤0.01% | 3026 |
|
|
2016
Q4 | $27K | Hold |
2,628
| – | – | ﹤0.01% | 2882 |
|
|
2016
Q3 | $29K | Buy |
2,628
+2,455
| +1,419% | +$26.4K | ﹤0.01% | 2783 |
|
|
2016
Q2 | $2K | Hold |
173
| – | – | ﹤0.01% | 4124 |
|
|
2016
Q1 | $2K | Hold |
173
| – | – | ﹤0.01% | 4066 |
|
|
2015
Q4 | $2K | Hold |
173
| – | – | ﹤0.01% | 4152 |
|
|
2015
Q3 | $2K | Buy |
+173
| New | +$2.54K | ﹤0.01% | 4051 |
|
|
2015
Q2 | – | Sell |
-64
| Closed | -$1K | – | 4203 |
|
|
2015
Q1 | $1K | Sell |
64
-196
| -75% | -$3K | ﹤0.01% | 4176 |
|
|
2014
Q4 | $4K | Sell |
260
-400
| -61% | -$5.24K | ﹤0.01% | 3668 |
|
|
2014
Q3 | $9K | Hold |
660
| – | – | ﹤0.01% | 3046 |
|
|
2014
Q2 | $8K | Sell |
660
-3,000
| -82% | -$33.6K | ﹤0.01% | 3023 |
|
|
2014
Q1 | $44K | Hold |
3,660
| – | – | ﹤0.01% | 1894 |
|
|
2013
Q4 | $45K | Buy |
3,660
+3,000
| +455% | +$34.8K | ﹤0.01% | 1683 |
|
|
2013
Q3 | $9K | Buy |
660
+200
| +43% | +$2.82K | ﹤0.01% | 2532 |
|
|
2013
Q2 | $7K | Buy |
+460
| New | +$6.77K | ﹤0.01% | 2453 |
|
Creative Planning's JMBA Position: Q3 2018 in Review
Creative Planning sold out of Jamba, Inc. (JMBA) in Q3 2018, closing a stake of 17,469 shares — an estimated $186K sold.
Creative Planning first reported a position in JMBA in Q2 2013 and held it in 18 quarters. The position peaked at $186K in Q2 2018. 0 funds tracked by Wall St. Rank hold JMBA as of Q3 2018.
- Creative Planning reported no remaining Jamba, Inc. position as of Q3 2018 after selling out during the quarter.
- Creative Planning sold 17,469 Jamba, Inc. shares in Q3 2018, an estimated $186K.
- Creative Planning first reported a position in Jamba, Inc. in Q2 2013 and held it in 18 quarters.
- Creative Planning's Jamba, Inc. position peaked at $186K in Q2 2018.
- 0 funds tracked by Wall St. Rank held Jamba, Inc. as of Q3 2018.
Based on Creative Planning's 13F filing for Q3 2018, filed 25 Oct 2018.