Creative Planning’s Joy Global Inc JOY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,478
| Closed | -$70K | – | 5076 |
|
|
2017
Q1 | $70K | Sell |
2,478
-17,999
| -88% | -$507K | ﹤0.01% | 2222 |
|
|
2016
Q4 | $573K | Sell |
20,477
-1,478
| -7% | -$41.3K | ﹤0.01% | 869 |
|
|
2016
Q3 | $609K | Buy |
21,955
+18,722
| +579% | +$497K | ﹤0.01% | 795 |
|
|
2016
Q2 | $68K | Sell |
3,233
-1,651
| -34% | -$31.2K | ﹤0.01% | 1937 |
|
|
2016
Q1 | $78K | Sell |
4,884
-900
| -16% | -$11.3K | ﹤0.01% | 1788 |
|
|
2015
Q4 | $73K | Buy |
5,784
+72
| +1% | +$1.09K | ﹤0.01% | 1826 |
|
|
2015
Q3 | $85K | Buy |
+5,712
| New | +$139K | ﹤0.01% | 1686 |
|
|
2015
Q2 | – | Sell |
-2,847
| Closed | -$112K | – | 3766 |
|
|
2015
Q1 | $112K | Sell |
2,847
-306
| -10% | -$13K | ﹤0.01% | 1516 |
|
|
2014
Q4 | $147K | Buy |
3,153
+1,568
| +99% | +$80.2K | ﹤0.01% | 1320 |
|
|
2014
Q3 | $86K | Buy |
1,585
+144
| +10% | +$8.74K | ﹤0.01% | 1584 |
|
|
2014
Q2 | $89K | Sell |
1,441
-43
| -3% | -$2.59K | ﹤0.01% | 1515 |
|
|
2014
Q1 | $86K | Sell |
1,484
-560
| -27% | -$31.1K | ﹤0.01% | 1497 |
|
|
2013
Q4 | $120K | Sell |
2,044
-975
| -32% | -$53.7K | ﹤0.01% | 1102 |
|
|
2013
Q3 | $154K | Sell |
3,019
-270
| -8% | -$13.8K | ﹤0.01% | 877 |
|
|
2013
Q2 | $160K | Buy |
+3,289
| New | +$181K | ﹤0.01% | 753 |
|
Other funds holding JOY
Creative Planning's JOY Position: Q2 2017 in Review
Creative Planning sold out of Joy Global Inc (JOY) in Q2 2017, closing a stake of 2,478 shares — an estimated $70K sold.
Creative Planning first reported a position in JOY in Q2 2013 and held it in 15 quarters. The position peaked at $609K in Q3 2016. 1 fund tracked by Wall St. Rank holds JOY as of Q2 2017.
- Creative Planning reported no remaining Joy Global Inc position as of Q2 2017 after selling out during the quarter.
- Creative Planning sold 2,478 Joy Global Inc shares in Q2 2017, an estimated $70K.
- Creative Planning first reported a position in Joy Global Inc in Q2 2013 and held it in 15 quarters.
- Creative Planning's Joy Global Inc position peaked at $609K in Q3 2016.
- 1 fund tracked by Wall St. Rank held Joy Global Inc as of Q2 2017.
Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.