B. Riley Wealth Advisors’s Joy Global Inc JOY Stock Holding History

B. Riley Wealth 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	-35	Closed	-$2	–	2478
2014 Q4	$2	Buy	+35	New	+$1.79K	﹤0.01%	3481
2014 Q1	–	Sell	-4,783	Closed	-$280K	–	811
2013 Q4	$280K	Sell	4,783 -7,002	-59%	-$386K	0.09%	254
2013 Q3	$602K	Buy	11,785 +6,427	+120%	+$328K	0.21%	117
2013 Q2	$260K	Buy	+5,358	New	+$295K	0.09%	263

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

B. Riley Wealth Advisors's JOY Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Joy Global Inc (JOY) in Q1 2015, closing a stake of 35 shares — an estimated $2 sold.

B. Riley Wealth Advisors first reported a position in JOY in Q2 2013 and held it in 4 quarters. The position peaked at $602K in Q3 2013. 334 funds tracked by Wall St. Rank hold JOY as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Joy Global Inc position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 35 Joy Global Inc shares in Q1 2015, an estimated $2.
B. Riley Wealth Advisors first reported a position in Joy Global Inc in Q2 2013 and held it in 4 quarters.
B. Riley Wealth Advisors's Joy Global Inc position peaked at $602K in Q3 2013.
334 funds tracked by Wall St. Rank held Joy Global Inc as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.