LWM
JAX

LBA Wealth Management’s J. Alexander's Holdings, Inc. JAX Stock Holding History

LBA Wealth Management’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 		$1K Hold
91
– – ﹤0.01% 436
2016
Q4 		$1K Hold
91
– – ﹤0.01% 438
2016
Q3 		$1K Hold
91
– – ﹤0.01% 444
2016
Q2 		$1K Hold
91
– – ﹤0.01% 434
2016
Q1 		$1K Hold
91
– – ﹤0.01% 408
2015
Q4 		$1K Hold
91
– – ﹤0.01% 402
2015
Q3 		$1K Buy
+91
New +$896 ﹤0.01% 335

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

LBA Wealth Management's JAX Position: Q1 2017 in Review

LBA Wealth Management held its J. Alexander's Holdings, Inc. (JAX) position steady in Q1 2017 at 91 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

LBA Wealth Management first reported a position in JAX in Q3 2015 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold JAX as of Q1 2017.

  • LBA Wealth Management held 91 shares of J. Alexander's Holdings, Inc. worth $1K as of Q1 2017.
  • LBA Wealth Management left its J. Alexander's Holdings, Inc. share count unchanged in Q1 2017.
  • J. Alexander's Holdings, Inc. made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #436 holding.
  • LBA Wealth Management first reported a position in J. Alexander's Holdings, Inc. in Q3 2015 and has held it in 7 quarters since.
  • 98 funds tracked by Wall St. Rank held J. Alexander's Holdings, Inc. as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.