MFS
JAX

MSI Financial Services’s J. Alexander's Holdings, Inc. JAX Stock Holding History

MSI Financial Services’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 		$1K Buy
63
+1
+2% +$10 ﹤0.01% 3752
2016
Q3 		$1K Hold
62
– – ﹤0.01% 3786
2016
Q2 		$1K Hold
62
– – ﹤0.01% 3812
2016
Q1 		$1K Hold
62
– – ﹤0.01% 3836
2015
Q4 		$1K Buy
+62
New +$649 ﹤0.01% 3734

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 16.07% 1-Year Est. Return
MPEM
Marathon Partners Equity Management New York $88.3M AUM 20.65% 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 18.13% 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

MSI Financial Services's JAX Position: Q4 2016 in Review

MSI Financial Services increased its J. Alexander's Holdings, Inc. (JAX) stake by 1.6% in Q4 2016, buying an estimated $10 and bringing the position to 63 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #3752.

MSI Financial Services first reported a position in JAX in Q4 2015 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold JAX as of Q4 2016.

  • MSI Financial Services held 63 shares of J. Alexander's Holdings, Inc. worth $1K as of Q4 2016.
  • MSI Financial Services bought 1 J. Alexander's Holdings, Inc. share in Q4 2016, an estimated $10.
  • J. Alexander's Holdings, Inc. made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3752 holding.
  • MSI Financial Services first reported a position in J. Alexander's Holdings, Inc. in Q4 2015 and has held it in 5 quarters since.
  • 112 funds tracked by Wall St. Rank held J. Alexander's Holdings, Inc. as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.