IWMPD
JAX

Integrated Wealth Management (Palm Desert)’s J. Alexander's Holdings, Inc. JAX Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-35
Closed – – 1117
2016
Q3 		$0 Buy
+35
New +$343 ﹤0.01% 1344

Other funds holding JAX

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
MPEM
Marathon Partners Equity Management New York $107M AUM 35.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Addison Clark Management Stamford, Connecticut $5M AUM 6.65% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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

Integrated Wealth Management (Palm Desert)'s JAX Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of J. Alexander's Holdings, Inc. (JAX) in Q4 2016, closing a stake of 35 shares.

Integrated Wealth Management (Palm Desert) first reported a position in JAX in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 112 funds tracked by Wall St. Rank hold JAX as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining J. Alexander's Holdings, Inc. position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 35 J. Alexander's Holdings, Inc. shares in Q4 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in J. Alexander's Holdings, Inc. in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s J. Alexander's Holdings, Inc. position peaked at $0 in Q3 2016.
  • 112 funds tracked by Wall St. Rank held J. Alexander's Holdings, Inc. as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.