AA
JOY

ALPS Advisors’s Joy Global Inc JOY Stock Holding History

ALPS 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
2017
Q1 		– Sell
-15,204
Closed -$426K – 894
2016
Q4 		$426K Buy
15,204
+144
+1% +$4.03K ﹤0.01% 543
2016
Q3 		$418K Buy
+15,060
New +$399K ﹤0.01% 501
2014
Q1 		– Sell
-9,260
Closed -$489K – 720
2013
Q4 		$489K Buy
9,260
+258
+3% +$14.2K ﹤0.01% 415
2013
Q3 		$459K Buy
9,002
+3,100
+53% +$158K 0.01% 195
2013
Q2 		$286K Buy
+5,902
New +$325K ﹤0.01% 155

Other funds holding JOY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

ALPS Advisors's JOY Position: Q1 2017 in Review

ALPS Advisors sold out of Joy Global Inc (JOY) in Q1 2017, closing a stake of 15,204 shares — an estimated $426K sold.

ALPS Advisors first reported a position in JOY in Q2 2013 and held it in 5 quarters. The position peaked at $489K in Q4 2013. 188 funds tracked by Wall St. Rank hold JOY as of Q1 2017.

  • ALPS Advisors reported no remaining Joy Global Inc position as of Q1 2017 after selling out during the quarter.
  • ALPS Advisors sold 15,204 Joy Global Inc shares in Q1 2017, an estimated $426K.
  • ALPS Advisors first reported a position in Joy Global Inc in Q2 2013 and held it in 5 quarters.
  • ALPS Advisors's Joy Global Inc position peaked at $489K in Q4 2013.
  • 188 funds tracked by Wall St. Rank held Joy Global Inc as of Q1 2017.

Based on ALPS Advisors's 13F filing for Q1 2017, filed 12 May 2017.