Guardian Investor Services’s Joy Global Inc JOY Stock Holding History

Guardian Investor Services’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 Q1	$27K	Hold	678	–	–	0.02%	495
2014 Q4	$32K	Sell	678 -19	-3%	-$972	0.03%	484
2014 Q3	$38K	Sell	697 -64	-8%	-$3.88K	0.03%	469
2014 Q2	$47K	Sell	761 -78	-9%	-$4.69K	0.04%	455
2014 Q1	$49K	Sell	839 -24	-3%	-$1.33K	0.04%	447
2013 Q4	$50K	Hold	863	–	–	0.04%	439
2013 Q3	$44K	Hold	863	–	–	0.04%	441
2013 Q2	$42K	Buy	+863	New	+$47.5K	0.04%	439

Other funds holding JOY

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Guardian Investor Services's JOY Position: Q1 2015 in Review

Guardian Investor Services held its Joy Global Inc (JOY) position steady in Q1 2015 at 678 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #495.

Guardian Investor Services first reported a position in JOY in Q2 2013 and has held it in 8 quarters since. The position peaked at $50K in Q4 2013. 334 funds tracked by Wall St. Rank hold JOY as of Q1 2015.

Guardian Investor Services held 678 shares of Joy Global Inc worth $27K as of Q1 2015.
Guardian Investor Services left its Joy Global Inc share count unchanged in Q1 2015.
Joy Global Inc made up 0.02% of Guardian Investor Services's portfolio in Q1 2015, its #495 holding.
Guardian Investor Services first reported a position in Joy Global Inc in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Joy Global Inc position peaked at $50K in Q4 2013.
334 funds tracked by Wall St. Rank held Joy Global Inc as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.