FIMG
JVA icon

Financial & Investment Management Group’s Coffee Holding Co JVA Stock Holding History

Financial & Investment Management Group’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
2017
Q2 		– Sell
-11,475
Closed -$53K – 96
2017
Q1 		$53K Sell
11,475
-200
-2% -$933 0.02% 94
2016
Q4 		$54K Hold
11,675
– – 0.02% 94
2016
Q3 		$65K Sell
11,675
-1,500
-11% -$8.53K 0.02% 94
2016
Q2 		$74K Sell
13,175
-4,600
-26% -$19.7K 0.02% 94
2016
Q1 		$69K Sell
17,775
-1,000
-5% -$3.48K 0.02% 103
2015
Q4 		$72K Buy
18,775
+2,063
+12% +$8.52K 0.02% 116
2015
Q3 		$65K Buy
16,712
+3,087
+23% +$14.5K 0.02% 122
2015
Q2 		$68K Sell
13,625
-1,500
-10% -$7.47K 0.02% 128
2015
Q1 		$74K Sell
15,125
-31,332
-67% -$156K 0.02% 128
2014
Q4 		$238K Sell
46,457
-47,350
-50% -$261K 0.06% 108
2014
Q3 		$515K Sell
93,807
-500
-0.5% -$3.19K 0.15% 90
2014
Q2 		$666K Sell
94,307
-600
-0.6% -$4.41K 0.19% 75
2014
Q1 		$723K Buy
94,907
+20,214
+27% +$124K 0.21% 79
2013
Q4 		$380K Buy
+74,693
New +$392K 0.12% 91

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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Financial & Investment Management Group's JVA Position: Q2 2017 in Review

Financial & Investment Management Group sold out of Coffee Holding Co (JVA) in Q2 2017, closing a stake of 11,475 shares — an estimated $53K sold.

Financial & Investment Management Group first reported a position in JVA in Q4 2013 and held it in 14 quarters. The position peaked at $723K in Q1 2014. 19 funds tracked by Wall St. Rank hold JVA as of Q2 2017.

  • Financial & Investment Management Group reported no remaining Coffee Holding Co position as of Q2 2017 after selling out during the quarter.
  • Financial & Investment Management Group sold 11,475 Coffee Holding Co shares in Q2 2017, an estimated $53K.
  • Financial & Investment Management Group first reported a position in Coffee Holding Co in Q4 2013 and held it in 14 quarters.
  • Financial & Investment Management Group's Coffee Holding Co position peaked at $723K in Q1 2014.
  • 19 funds tracked by Wall St. Rank held Coffee Holding Co as of Q2 2017.

Based on Financial & Investment Management Group's 13F filing for Q2 2017, filed 14 Jul 2017.