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JFS Wealth Advisors’s IMAX IMAX Stock Holding History

JFS Wealth Advisors’s Portfolio IMAX Stock Details IMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,060
Closed -$38K – 646
2015
Q4 		$38K Hold
1,060
– – 0.01% 271
2015
Q3 		$36K Buy
+1,060
New +$36.7K 0.02% 235

Other funds holding IMAX

TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JFS Wealth Advisors's IMAX Position: Q1 2016 in Review

JFS Wealth Advisors sold out of IMAX (IMAX) in Q1 2016, closing a stake of 1,060 shares — an estimated $38K sold.

JFS Wealth Advisors first reported a position in IMAX in Q3 2015 and held it in 2 quarters. The position peaked at $38K in Q4 2015. 204 funds tracked by Wall St. Rank hold IMAX as of Q1 2016.

  • JFS Wealth Advisors reported no remaining IMAX position as of Q1 2016 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,060 IMAX shares in Q1 2016, an estimated $38K.
  • JFS Wealth Advisors first reported a position in IMAX in Q3 2015 and held it in 2 quarters.
  • JFS Wealth Advisors's IMAX position peaked at $38K in Q4 2015.
  • 204 funds tracked by Wall St. Rank held IMAX as of Q1 2016.

Based on JFS Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.