WP
JMBA

WealthPLAN Partners’s Jamba, Inc. JMBA Stock Holding History

WealthPLAN Partners’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
2015
Q4 		$10 Buy
+800
New +$11K ﹤0.01% 1722
2015
Q2 		$6K Buy
+400
New +$6.29K ﹤0.01% 340

Other funds holding JMBA

EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
PGC
Pacific Grove Capital San Francisco, California $15.2M AUM 40.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ICP
Indus Capital Partners New York $29.9M AUM 15.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 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 $552B AUM 44.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

WealthPLAN Partners's JMBA Position: Q4 2015 in Review

WealthPLAN Partners opened a new position in Jamba, Inc. (JMBA) in Q4 2015: 800 shares worth $10. The stake represents ﹤0.01% of the portfolio and ranks #1722 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in JMBA as recently as Q2 2015.

WealthPLAN Partners first reported a position in JMBA in Q2 2015 and has held it in 2 quarters since. The position peaked at $6K in Q2 2015. 75 funds tracked by Wall St. Rank hold JMBA as of Q4 2015.

  • WealthPLAN Partners held 800 shares of Jamba, Inc. worth $10 as of Q4 2015.
  • Jamba, Inc. was a new WealthPLAN Partners position in Q4 2015.
  • Jamba, Inc. made up ﹤0.01% of WealthPLAN Partners's portfolio in Q4 2015, its #1722 holding.
  • WealthPLAN Partners first reported a position in Jamba, Inc. in Q2 2015 and has held it in 2 quarters since.
  • WealthPLAN Partners's Jamba, Inc. position peaked at $6K in Q2 2015.
  • 75 funds tracked by Wall St. Rank held Jamba, Inc. as of Q4 2015.

Based on WealthPLAN Partners's 13F filing for Q4 2015, filed 24 Mar 2016.