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Eagle Global Advisors’s Coffee Holding Co JVA Stock Holding History

Eagle Global Advisors’s Portfolio JVA Stock Details JVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-22,656
Closed -$126K – 389
2016
Q3 		$126K Buy
22,656
+810
+4% +$4.61K ﹤0.01% 335
2016
Q2 		$123K Buy
+21,846
New +$93.5K ﹤0.01% 340

Other funds holding JVA

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return

Eagle Global Advisors's JVA Position: Q4 2016 in Review

Eagle Global Advisors sold out of Coffee Holding Co (JVA) in Q4 2016, closing a stake of 22,656 shares — an estimated $126K sold.

Eagle Global Advisors first reported a position in JVA in Q2 2016 and held it in 2 quarters. The position peaked at $126K in Q3 2016. 22 funds tracked by Wall St. Rank hold JVA as of Q4 2016.

  • Eagle Global Advisors reported no remaining Coffee Holding Co position as of Q4 2016 after selling out during the quarter.
  • Eagle Global Advisors sold 22,656 Coffee Holding Co shares in Q4 2016, an estimated $126K.
  • Eagle Global Advisors first reported a position in Coffee Holding Co in Q2 2016 and held it in 2 quarters.
  • Eagle Global Advisors's Coffee Holding Co position peaked at $126K in Q3 2016.
  • 22 funds tracked by Wall St. Rank held Coffee Holding Co as of Q4 2016.

Based on Eagle Global Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.