FCBT
JOY

First Citizens Bank & Trust’s Joy Global Inc JOY Stock Holding History

First Citizens 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
2013
Q4 		– Sell
-10,010
Closed -$511K – 940
2013
Q3 		$511K Buy
10,010
+248
+3% +$12.6K 0.02% 699
2013
Q2 		$474K Buy
+9,762
New +$537K 0.02% 689

Other funds holding JOY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

First Citizens Bank & Trust's JOY Position: Q4 2013 in Review

First Citizens Bank & Trust sold out of Joy Global Inc (JOY) in Q4 2013, closing a stake of 10,010 shares — an estimated $511K sold.

First Citizens Bank & Trust first reported a position in JOY in Q2 2013 and held it in 2 quarters. The position peaked at $511K in Q3 2013. 409 funds tracked by Wall St. Rank hold JOY as of Q4 2013.

  • First Citizens Bank & Trust reported no remaining Joy Global Inc position as of Q4 2013 after selling out during the quarter.
  • First Citizens Bank & Trust sold 10,010 Joy Global Inc shares in Q4 2013, an estimated $511K.
  • First Citizens Bank & Trust first reported a position in Joy Global Inc in Q2 2013 and held it in 2 quarters.
  • First Citizens Bank & Trust's Joy Global Inc position peaked at $511K in Q3 2013.
  • 409 funds tracked by Wall St. Rank held Joy Global Inc as of Q4 2013.

Based on First Citizens Bank & Trust's 13F filing for Q4 2013, filed 13 Feb 2014.