Gradient Investments’s J. Alexander's Holdings, Inc. JAX Stock Holding History

Gradient Investments’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
2019 Q4	–	Sell	-148	Closed	-$2K	–	1292
2019 Q3	$2K	Buy	+148	New	+$1.67K	﹤0.01%	956
2017 Q3	–	Sell	-14	Closed	–	–	781
2017 Q2	$0	Buy	+14	New	+$155	﹤0.01%	940

Other funds holding JAX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

MPEM

Marathon Partners Equity Management New York $88.3M AUM 20.65% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gradient Investments's JAX Position: Q4 2019 in Review

Gradient Investments sold out of J. Alexander's Holdings, Inc. (JAX) in Q4 2019, closing a stake of 148 shares — an estimated $2K sold.

Gradient Investments first reported a position in JAX in Q2 2017 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 91 funds tracked by Wall St. Rank hold JAX as of Q4 2019.

Gradient Investments reported no remaining J. Alexander's Holdings, Inc. position as of Q4 2019 after selling out during the quarter.
Gradient Investments sold 148 J. Alexander's Holdings, Inc. shares in Q4 2019, an estimated $2K.
Gradient Investments first reported a position in J. Alexander's Holdings, Inc. in Q2 2017 and held it in 2 quarters.
Gradient Investments's J. Alexander's Holdings, Inc. position peaked at $2K in Q3 2019.
91 funds tracked by Wall St. Rank held J. Alexander's Holdings, Inc. as of Q4 2019.

Based on Gradient Investments's 13F filing for Q4 2019, filed 15 Jan 2020.