Anchor Capital Advisors’s Joy Global Inc JOY Stock Holding History

Anchor Capital 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
2014 Q4	–	Sell	-8,330	Closed	-$454K	–	341
2014 Q3	$454K	Sell	8,330 -325	-4%	-$19.7K	0.01%	253
2014 Q2	$533K	Sell	8,655 -135	-2%	-$8.12K	0.01%	249
2014 Q1	$510K	Sell	8,790 -390	-4%	-$21.7K	0.01%	238
2013 Q4	$537K	Sell	9,180 -120	-1%	-$6.61K	0.01%	230
2013 Q3	$475K	Buy	+9,300	New	+$474K	0.01%	234

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Anchor Capital Advisors's JOY Position: Q4 2014 in Review

Anchor Capital Advisors sold out of Joy Global Inc (JOY) in Q4 2014, closing a stake of 8,330 shares — an estimated $454K sold.

Anchor Capital Advisors first reported a position in JOY in Q3 2013 and held it in 5 quarters. The position peaked at $537K in Q4 2013. 371 funds tracked by Wall St. Rank hold JOY as of Q4 2014.

Anchor Capital Advisors reported no remaining Joy Global Inc position as of Q4 2014 after selling out during the quarter.
Anchor Capital Advisors sold 8,330 Joy Global Inc shares in Q4 2014, an estimated $454K.
Anchor Capital Advisors first reported a position in Joy Global Inc in Q3 2013 and held it in 5 quarters.
Anchor Capital Advisors's Joy Global Inc position peaked at $537K in Q4 2013.
371 funds tracked by Wall St. Rank held Joy Global Inc as of Q4 2014.

Based on Anchor Capital Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.