JFA
JOY

JNBA Financial Advisors’s Joy Global Inc JOY Stock Holding History

JNBA Financial Advisors’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
-223
Closed -$6K – 1646
2016
Q3 		$6K Buy
+223
New +$5.91K ﹤0.01% 1211
2015
Q2 		– Sell
-20
Closed -$1K – 560
2015
Q1 		$1K Hold
20
– – ﹤0.01% 521
2014
Q4 		$1K Hold
20
– – ﹤0.01% 535
2014
Q3 		$1K Hold
20
– – ﹤0.01% 575
2014
Q2 		$1K Hold
20
– – ﹤0.01% 496
2014
Q1 		$1K Hold
20
– – ﹤0.01% 465
2013
Q4 		$1K Hold
20
– – ﹤0.01% 428
2013
Q3 		$1K Buy
+20
New +$1.02K ﹤0.01% 416

Other funds holding JOY

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

JNBA Financial Advisors's JOY Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Joy Global Inc (JOY) in Q4 2016, closing a stake of 223 shares — an estimated $6K sold.

JNBA Financial Advisors first reported a position in JOY in Q3 2013 and held it in 8 quarters. The position peaked at $6K in Q3 2016. 218 funds tracked by Wall St. Rank hold JOY as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Joy Global Inc position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 223 Joy Global Inc shares in Q4 2016, an estimated $6K.
  • JNBA Financial Advisors first reported a position in Joy Global Inc in Q3 2013 and held it in 8 quarters.
  • JNBA Financial Advisors's Joy Global Inc position peaked at $6K in Q3 2016.
  • 218 funds tracked by Wall St. Rank held Joy Global Inc as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.