Heritage Trust’s Joy Global Inc JOY Stock Holding History

Heritage 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
2017 Q2	–	Sell	-500	Closed	-$14K	–	371
2017 Q1	$14K	Buy	+500	New	+$14.1K	0.01%	249

Other funds holding JOY

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Trust's JOY Position: Q2 2017 in Review

Heritage Trust sold out of Joy Global Inc (JOY) in Q2 2017, closing a stake of 500 shares — an estimated $14K sold.

Heritage Trust first reported a position in JOY in Q1 2017 and held it in 1 quarter. The position peaked at $14K in Q1 2017. 1 fund tracked by Wall St. Rank holds JOY as of Q2 2017.

Heritage Trust reported no remaining Joy Global Inc position as of Q2 2017 after selling out during the quarter.
Heritage Trust sold 500 Joy Global Inc shares in Q2 2017, an estimated $14K.
Heritage Trust first reported a position in Joy Global Inc in Q1 2017 and held it in 1 quarter.
Heritage Trust's Joy Global Inc position peaked at $14K in Q1 2017.
1 fund tracked by Wall St. Rank held Joy Global Inc as of Q2 2017.

Based on Heritage Trust's 13F filing for Q2 2017, filed 9 Aug 2017.