NFG
JMBA

Next Financial Group’s Jamba, Inc. JMBA Stock Holding History

Next Financial Group’s Portfolio JMBA Stock Details JMBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,258
Closed -$14K – 2597
2016
Q3 		$14K Sell
1,258
-200
-14% -$2.15K ﹤0.01% 1535
2016
Q2 		$15K Hold
1,458
– – ﹤0.01% 1081
2016
Q1 		$18K Hold
1,458
– – 0.01% 992
2015
Q4 		$19K Hold
1,458
– – 0.01% 952
2015
Q3 		$20K Hold
1,458
– – 0.01% 960
2015
Q2 		$22K Hold
1,458
– – 0.01% 978
2015
Q1 		$21K Hold
1,458
– – 0.01% 984
2014
Q4 		$22K Hold
1,458
– – 0.01% 952
2014
Q3 		$21K Buy
+1,458
New +$19.7K ﹤0.01% 1406

Other funds holding JMBA

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ICP
Indus Capital Partners New York $39.7M AUM 53.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
IAM
Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's JMBA Position: Q4 2016 in Review

Next Financial Group sold out of Jamba, Inc. (JMBA) in Q4 2016, closing a stake of 1,258 shares — an estimated $14K sold.

Next Financial Group first reported a position in JMBA in Q3 2014 and held it in 9 quarters. The position peaked at $22K in Q2 2015. 67 funds tracked by Wall St. Rank hold JMBA as of Q4 2016.

  • Next Financial Group reported no remaining Jamba, Inc. position as of Q4 2016 after selling out during the quarter.
  • Next Financial Group sold 1,258 Jamba, Inc. shares in Q4 2016, an estimated $14K.
  • Next Financial Group first reported a position in Jamba, Inc. in Q3 2014 and held it in 9 quarters.
  • Next Financial Group's Jamba, Inc. position peaked at $22K in Q2 2015.
  • 67 funds tracked by Wall St. Rank held Jamba, Inc. as of Q4 2016.

Based on Next Financial Group's 13F filing for Q4 2016, filed 2 Feb 2017.