IWMPD
JOY

Integrated Wealth Management (Palm Desert)’s Joy Global Inc JOY Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-22
Closed -$1K – 1228
2016
Q3 		$1K Hold
22
– – ﹤0.01% 1228
2016
Q2 		$0 Hold
22
– – ﹤0.01% 1418
2016
Q1 		$0 Hold
22
– – ﹤0.01% 1382
2015
Q4 		$0 Hold
22
– – ﹤0.01% 1435
2015
Q3 		$0 Hold
22
– – ﹤0.01% 1434
2015
Q2 		$1K Sell
22
-29
-57% -$1.17K ﹤0.01% 1318
2015
Q1 		$1K Buy
+51
New +$2.16K ﹤0.01% 1253

Other funds holding JOY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s JOY Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Joy Global Inc (JOY) in Q4 2016, closing a stake of 22 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in JOY in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q3 2016. 218 funds tracked by Wall St. Rank hold JOY as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Joy Global Inc position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 22 Joy Global Inc shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Joy Global Inc in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Joy Global Inc position peaked at $1K in Q3 2016.
  • 218 funds tracked by Wall St. Rank held Joy Global Inc as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.