Boston Private Bank & Trust’s Joy Global Inc JOY Stock Holding History

Boston Private Bank & Trust’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	-25	Closed	-$1K	–	1220
2014 Q3	$1K	Hold	25	–	–	﹤0.01%	1032
2014 Q2	$2K	Hold	25	–	–	﹤0.01%	955
2014 Q1	$1K	Buy	+25	New	+$1.39K	﹤0.01%	1003
2013 Q4	–	Sell	-400	Closed	-$20K	–	1102
2013 Q3	$20K	Buy	+400	New	+$20.4K	﹤0.01%	706

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 $315B AUM 27.84% 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

Boston Private Bank & Trust's JOY Position: Q4 2014 in Review

Boston Private Bank & Trust sold out of Joy Global Inc (JOY) in Q4 2014, closing a stake of 25 shares — an estimated $1K sold.

Boston Private Bank & Trust first reported a position in JOY in Q3 2013 and held it in 4 quarters. The position peaked at $20K in Q3 2013. 371 funds tracked by Wall St. Rank hold JOY as of Q4 2014.

Boston Private Bank & Trust reported no remaining Joy Global Inc position as of Q4 2014 after selling out during the quarter.
Boston Private Bank & Trust sold 25 Joy Global Inc shares in Q4 2014, an estimated $1K.
Boston Private Bank & Trust first reported a position in Joy Global Inc in Q3 2013 and held it in 4 quarters.
Boston Private Bank & Trust's Joy Global Inc position peaked at $20K in Q3 2013.
371 funds tracked by Wall St. Rank held Joy Global Inc as of Q4 2014.

Based on Boston Private Bank & Trust's 13F filing for Q4 2014, filed 12 Jan 2015.