MWM
JAX

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

MinichMacGregor 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 		– Sell
-196
Closed -$2K – 524
2016
Q4 		$2K Sell
196
-57
-23% -$565 ﹤0.01% 390
2016
Q3 		$2K Hold
253
– – ﹤0.01% 389
2016
Q2 		$2K Hold
253
– – ﹤0.01% 377
2016
Q1 		$2K Buy
+253
New +$2.47K ﹤0.01% 364

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

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

MinichMacGregor Wealth Management sold out of J. Alexander's Holdings, Inc. (JAX) in Q1 2017, closing a stake of 196 shares — an estimated $2K sold.

MinichMacGregor Wealth Management first reported a position in JAX in Q1 2016 and held it in 4 quarters. The position peaked at $2K in Q4 2016. 98 funds tracked by Wall St. Rank hold JAX as of Q1 2017.

  • MinichMacGregor Wealth Management reported no remaining J. Alexander's Holdings, Inc. position as of Q1 2017 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 196 J. Alexander's Holdings, Inc. shares in Q1 2017, an estimated $2K.
  • MinichMacGregor Wealth Management first reported a position in J. Alexander's Holdings, Inc. in Q1 2016 and held it in 4 quarters.
  • MinichMacGregor Wealth Management's J. Alexander's Holdings, Inc. position peaked at $2K in Q4 2016.
  • 98 funds tracked by Wall St. Rank held J. Alexander's Holdings, Inc. as of Q1 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2017, filed 28 Jun 2018.