GWS
JAX

Glassman Wealth Services’s J. Alexander's Holdings, Inc. JAX Stock Holding History

Glassman Wealth Services’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 		– Sell
-3,052
Closed -$33K – 728
2016
Q4 		$33K Buy
+3,052
New +$30.2K 0.02% 209
2016
Q2 		– Sell
-3,052
Closed -$32K – 465
2016
Q1 		$32K Hold
3,052
– – 0.03% 170
2015
Q4 		$33K Hold
3,052
– – 0.03% 169
2015
Q3 		$30K Buy
+3,052
New +$30.1K 0.03% 180

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

Glassman Wealth Services's JAX Position: Q1 2017 in Review

Glassman Wealth Services sold out of J. Alexander's Holdings, Inc. (JAX) in Q1 2017, closing a stake of 3,052 shares — an estimated $33K sold.

Glassman Wealth Services first reported a position in JAX in Q3 2015 and held it in 4 quarters. The position peaked at $33K in Q4 2016. 98 funds tracked by Wall St. Rank hold JAX as of Q1 2017.

  • Glassman Wealth Services reported no remaining J. Alexander's Holdings, Inc. position as of Q1 2017 after selling out during the quarter.
  • Glassman Wealth Services sold 3,052 J. Alexander's Holdings, Inc. shares in Q1 2017, an estimated $33K.
  • Glassman Wealth Services first reported a position in J. Alexander's Holdings, Inc. in Q3 2015 and held it in 4 quarters.
  • Glassman Wealth Services's J. Alexander's Holdings, Inc. position peaked at $33K in Q4 2016.
  • 98 funds tracked by Wall St. Rank held J. Alexander's Holdings, Inc. as of Q1 2017.

Based on Glassman Wealth Services's 13F filing for Q1 2017, filed 11 May 2017.