CFA
JAX

CT Financial Advisors’s J. Alexander's Holdings, Inc. JAX Stock Holding History

CT Financial 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
Q1 		$10 Hold
1
– – ﹤0.01% 641
2016
Q4 		$11 Hold
1
– – ﹤0.01% 639
2016
Q3 		$10 Hold
1
– – ﹤0.01% 636
2016
Q2 		$10 Hold
1
– – ﹤0.01% 641
2016
Q1 		$11 Hold
1
– – ﹤0.01% 631
2015
Q4 		$11 Hold
1
– – ﹤0.01% 635
2015
Q3 		$10 Buy
+1
New +$10 ﹤0.01% 647

Other funds holding JAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 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
ACM
Addison Clark Management Stamford, Connecticut $5M AUM 6.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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

CT Financial Advisors's JAX Position: Q1 2017 in Review

CT Financial Advisors held its J. Alexander's Holdings, Inc. (JAX) position steady in Q1 2017 at 1 share worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #641.

CT Financial Advisors first reported a position in JAX in Q3 2015 and has held it in 7 quarters since. The position peaked at $11 in Q4 2016. 98 funds tracked by Wall St. Rank hold JAX as of Q1 2017.

  • CT Financial Advisors held 1 share of J. Alexander's Holdings, Inc. worth $10 as of Q1 2017.
  • CT Financial Advisors left its J. Alexander's Holdings, Inc. share count unchanged in Q1 2017.
  • J. Alexander's Holdings, Inc. made up ﹤0.01% of CT Financial Advisors's portfolio in Q1 2017, its #641 holding.
  • CT Financial Advisors first reported a position in J. Alexander's Holdings, Inc. in Q3 2015 and has held it in 7 quarters since.
  • CT Financial Advisors's J. Alexander's Holdings, Inc. position peaked at $11 in Q4 2016.
  • 98 funds tracked by Wall St. Rank held J. Alexander's Holdings, Inc. as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.