NFG
JAX

Next Financial Group’s J. Alexander's Holdings, Inc. JAX Stock Holding History

Next Financial Group’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
-1
Closed – – 2394
2016
Q4 		$0 Hold
1
– – ﹤0.01% 2514
2016
Q3 		$0 Buy
+1
New +$10 ﹤0.01% 2463

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

Next Financial Group's JAX Position: Q1 2017 in Review

Next Financial Group sold out of J. Alexander's Holdings, Inc. (JAX) in Q1 2017, closing a stake of 1 share.

Next Financial Group first reported a position in JAX in Q3 2016 and held it in 2 quarters. The position peaked at $0 in Q4 2016. 98 funds tracked by Wall St. Rank hold JAX as of Q1 2017.

  • Next Financial Group reported no remaining J. Alexander's Holdings, Inc. position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 1 J. Alexander's Holdings, Inc. share in Q1 2017.
  • Next Financial Group first reported a position in J. Alexander's Holdings, Inc. in Q3 2016 and held it in 2 quarters.
  • Next Financial Group's J. Alexander's Holdings, Inc. position peaked at $0 in Q4 2016.
  • 98 funds tracked by Wall St. Rank held J. Alexander's Holdings, Inc. as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.