JOYN Advisors’s Alamo Group ALG Stock Holding History

JOYN Advisors’s Portfolio ALG Stock Details ALG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-30	Closed	-$2K	–	162
2018 Q4	$2K	Sell	30 -28	-48%	-$2.33K	﹤0.01%	1465
2018 Q3	$5K	Buy	58 +27	+87%	+$2.54K	﹤0.01%	1159
2018 Q2	$3K	Buy	31 +1	+3%	+$101	﹤0.01%	1267
2018 Q1	$3K	Buy	+30	New	+$3.4K	﹤0.01%	948

Other funds holding ALG

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

JOYN Advisors's ALG Position: Q1 2019 in Review

JOYN Advisors sold out of Alamo Group (ALG) in Q1 2019, closing a stake of 30 shares — an estimated $2K sold.

JOYN Advisors first reported a position in ALG in Q1 2018 and held it in 4 quarters. The position peaked at $5K in Q3 2018. 161 funds tracked by Wall St. Rank hold ALG as of Q1 2019.

JOYN Advisors reported no remaining Alamo Group position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 30 Alamo Group shares in Q1 2019, an estimated $2K.
JOYN Advisors first reported a position in Alamo Group in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Alamo Group position peaked at $5K in Q3 2018.
161 funds tracked by Wall St. Rank held Alamo Group as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.