FFW
ALJJ

Fusion Family Wealth’s ALJ Regional Holdings Inc ALJJ Stock Holding History

Fusion Family Wealth’s Portfolio ALJJ Stock Details ALJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-3,000
Closed -$4K – 252
2018
Q4 		$4K Hold
3,000
– – ﹤0.01% 215
2018
Q3 		$5K Buy
3,000
+2,245
+297% +$4.39K ﹤0.01% 221
2018
Q2 		$8K Sell
755
-2,245
-75% -$4.35K ﹤0.01% 219
2018
Q1 		$6K Hold
3,000
– – ﹤0.01% 217
2017
Q4 		$9K Buy
+3,000
New +$10.4K ﹤0.01% 214
2017
Q3 		– Sell
-3,000
Closed -$10K – 309
2017
Q2 		$10K Hold
3,000
– – ﹤0.01% 205
2017
Q1 		$11K Hold
3,000
– – ﹤0.01% 202
2016
Q4 		$12K Buy
+3,000
New +$12.8K 0.01% 235

Other funds holding ALJJ

CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
MPAM
Monarch Partners Asset Management Boston, Massachusetts $339M AUM 2.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fusion Family Wealth's ALJJ Position: Q1 2019 in Review

Fusion Family Wealth sold out of ALJ Regional Holdings Inc (ALJJ) in Q1 2019, closing a stake of 3,000 shares — an estimated $4K sold.

Fusion Family Wealth first reported a position in ALJJ in Q4 2016 and held it in 8 quarters. The position peaked at $12K in Q4 2016. 27 funds tracked by Wall St. Rank hold ALJJ as of Q1 2019.

  • Fusion Family Wealth reported no remaining ALJ Regional Holdings Inc position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 3,000 ALJ Regional Holdings Inc shares in Q1 2019, an estimated $4K.
  • Fusion Family Wealth first reported a position in ALJ Regional Holdings Inc in Q4 2016 and held it in 8 quarters.
  • Fusion Family Wealth's ALJ Regional Holdings Inc position peaked at $12K in Q4 2016.
  • 27 funds tracked by Wall St. Rank held ALJ Regional Holdings Inc as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.