BWA
JOY

Burt Wealth Advisors’s Joy Global Inc JOY Stock Holding History

Burt 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
Q3 		– Sell
-23
Closed -$2K – 417
2015
Q2 		$2K Hold
23
– – ﹤0.01% 359
2015
Q1 		$1K Hold
23
– – ﹤0.01% 348
2014
Q4 		$1K Buy
+23
New +$1.18K ﹤0.01% 353

Other funds holding JOY

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Burt Wealth Advisors's JOY Position: Q3 2015 in Review

Burt Wealth Advisors sold out of Joy Global Inc (JOY) in Q3 2015, closing a stake of 23 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in JOY in Q4 2014 and held it in 3 quarters. The position peaked at $2K in Q2 2015. 304 funds tracked by Wall St. Rank hold JOY as of Q3 2015.

  • Burt Wealth Advisors reported no remaining Joy Global Inc position as of Q3 2015 after selling out during the quarter.
  • Burt Wealth Advisors sold 23 Joy Global Inc shares in Q3 2015, an estimated $2K.
  • Burt Wealth Advisors first reported a position in Joy Global Inc in Q4 2014 and held it in 3 quarters.
  • Burt Wealth Advisors's Joy Global Inc position peaked at $2K in Q2 2015.
  • 304 funds tracked by Wall St. Rank held Joy Global Inc as of Q3 2015.

Based on Burt Wealth Advisors's 13F filing for Q3 2015, filed 21 Oct 2015.