EWM
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Edge Wealth Management’s St. Joe Company JOE Stock Holding History

Edge Wealth Management’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-3,400
Closed -$67K – 420
2014
Q3 		$67K Buy
+3,400
New +$76.3K 0.03% 166

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
THSP
Taube Hodson Stonex Partners London, United Kingdom $488M AUM 4.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Edge Wealth Management's JOE Position: Q4 2014 in Review

Edge Wealth Management sold out of St. Joe Company (JOE) in Q4 2014, closing a stake of 3,400 shares — an estimated $67K sold.

Edge Wealth Management first reported a position in JOE in Q3 2014 and held it in 1 quarter. The position peaked at $67K in Q3 2014. 153 funds tracked by Wall St. Rank hold JOE as of Q4 2014.

  • Edge Wealth Management reported no remaining St. Joe Company position as of Q4 2014 after selling out during the quarter.
  • Edge Wealth Management sold 3,400 St. Joe Company shares in Q4 2014, an estimated $67K.
  • Edge Wealth Management first reported a position in St. Joe Company in Q3 2014 and held it in 1 quarter.
  • Edge Wealth Management's St. Joe Company position peaked at $67K in Q3 2014.
  • 153 funds tracked by Wall St. Rank held St. Joe Company as of Q4 2014.

Based on Edge Wealth Management's 13F filing for Q4 2014, filed 12 Jan 2015.