1834 Investment Advisors’s Joy Global Inc JOY Stock Holding History

1834 Investment Advisors’s Portfolio JOY Stock Details JOY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-4,386	Closed	-$204K	–	163
2014 Q4	$204K	Hold	4,386	–	–	0.06%	152
2014 Q3	$239K	Hold	4,386	–	–	0.07%	147
2014 Q2	$270K	Hold	4,386	–	–	0.07%	141
2014 Q1	$254K	Hold	4,386	–	–	0.07%	136
2013 Q4	$257K	Hold	4,386	–	–	0.08%	141
2013 Q3	$224K	Hold	4,386	–	–	0.07%	144
2013 Q2	$213K	Buy	+4,386	New	+$241K	0.07%	146

Other funds holding JOY

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

1834 Investment Advisors's JOY Position: Q1 2015 in Review

1834 Investment Advisors sold out of Joy Global Inc (JOY) in Q1 2015, closing a stake of 4,386 shares — an estimated $204K sold.

1834 Investment Advisors first reported a position in JOY in Q2 2013 and held it in 7 quarters. The position peaked at $270K in Q2 2014. 334 funds tracked by Wall St. Rank hold JOY as of Q1 2015.

1834 Investment Advisors reported no remaining Joy Global Inc position as of Q1 2015 after selling out during the quarter.
1834 Investment Advisors sold 4,386 Joy Global Inc shares in Q1 2015, an estimated $204K.
1834 Investment Advisors first reported a position in Joy Global Inc in Q2 2013 and held it in 7 quarters.
1834 Investment Advisors's Joy Global Inc position peaked at $270K in Q2 2014.
334 funds tracked by Wall St. Rank held Joy Global Inc as of Q1 2015.

Based on 1834 Investment Advisors's 13F filing for Q1 2015, filed 4 May 2015.