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JOYN Advisors’s Brunswick BC Stock Holding History

JOYN Advisors’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-414
Closed -$19K – 244
2018
Q4 		$19K Sell
414
-393
-49% -$21K ﹤0.01% 685
2018
Q3 		$54K Sell
807
-92
-10% -$6.09K 0.01% 371
2018
Q2 		$58K Sell
899
-966
-52% -$60.3K 0.01% 354
2018
Q1 		$111K Buy
+1,865
New +$110K 0.02% 238

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

JOYN Advisors's BC Position: Q1 2019 in Review

JOYN Advisors sold out of Brunswick (BC) in Q1 2019, closing a stake of 414 shares — an estimated $19K sold.

JOYN Advisors first reported a position in BC in Q1 2018 and held it in 4 quarters. The position peaked at $111K in Q1 2018. 326 funds tracked by Wall St. Rank hold BC as of Q1 2019.

  • JOYN Advisors reported no remaining Brunswick position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 414 Brunswick shares in Q1 2019, an estimated $19K.
  • JOYN Advisors first reported a position in Brunswick in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Brunswick position peaked at $111K in Q1 2018.
  • 326 funds tracked by Wall St. Rank held Brunswick as of Q1 2019.

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