WAM
JMBA

Wealthspire Advisors (Maryland)’s Jamba, Inc. JMBA Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-13
Closed – – 1898
2016
Q2 		$0 Hold
13
– – ﹤0.01% 1934
2016
Q1 		$0 Sell
13
-4
-24% -$51 ﹤0.01% 1982
2015
Q4 		$0 Buy
+17
New +$233 ﹤0.01% 1843

Other funds holding JMBA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 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
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
IAM
Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return
PGC
Pacific Grove Capital San Francisco, California $15.2K AUM 40.63% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s JMBA Position: Q3 2016 in Review

Wealthspire Advisors (Maryland) sold out of Jamba, Inc. (JMBA) in Q3 2016, closing a stake of 13 shares.

Wealthspire Advisors (Maryland) first reported a position in JMBA in Q4 2015 and held it in 3 quarters. The position peaked at $0 in Q2 2016. 61 funds tracked by Wall St. Rank hold JMBA as of Q3 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Jamba, Inc. position as of Q3 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 13 Jamba, Inc. shares in Q3 2016.
  • Wealthspire Advisors (Maryland) first reported a position in Jamba, Inc. in Q4 2015 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Jamba, Inc. position peaked at $0 in Q2 2016.
  • 61 funds tracked by Wall St. Rank held Jamba, Inc. as of Q3 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2016, filed 4 Nov 2016.