FRM
JOY

Foundation Resource Management’s Joy Global Inc JOY Stock Holding History

Foundation Resource Management’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
2017
Q1 		– Sell
-11,812
Closed -$331K – 60
2016
Q4 		$331K Hold
11,812
– – 0.06% 55
2016
Q3 		$328K Hold
11,812
– – 0.06% 56
2016
Q2 		$250K Hold
11,812
– – 0.05% 54
2016
Q1 		$190K Buy
11,812
+1,012
+9% +$12.7K 0.04% 56
2015
Q4 		$136K Buy
+10,800
New +$163K 0.03% 59

Other funds holding JOY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Foundation Resource Management's JOY Position: Q1 2017 in Review

Foundation Resource Management sold out of Joy Global Inc (JOY) in Q1 2017, closing a stake of 11,812 shares — an estimated $331K sold.

Foundation Resource Management first reported a position in JOY in Q4 2015 and held it in 5 quarters. The position peaked at $331K in Q4 2016. 188 funds tracked by Wall St. Rank hold JOY as of Q1 2017.

  • Foundation Resource Management reported no remaining Joy Global Inc position as of Q1 2017 after selling out during the quarter.
  • Foundation Resource Management sold 11,812 Joy Global Inc shares in Q1 2017, an estimated $331K.
  • Foundation Resource Management first reported a position in Joy Global Inc in Q4 2015 and held it in 5 quarters.
  • Foundation Resource Management's Joy Global Inc position peaked at $331K in Q4 2016.
  • 188 funds tracked by Wall St. Rank held Joy Global Inc as of Q1 2017.

Based on Foundation Resource Management's 13F filing for Q1 2017, filed 11 Apr 2017.