JOYN Advisors’s Saul Centers BFS Stock Holding History

JOYN Advisors’s Portfolio BFS Stock Details BFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-195	Closed	-$9K	–	256
2018 Q4	$9K	Sell	195 -1	-0.5%	-$51	﹤0.01%	1005
2018 Q3	$11K	Sell	196 -4	-2%	-$223	﹤0.01%	907
2018 Q2	$11K	Buy	200 +161	+413%	+$8.05K	﹤0.01%	860
2018 Q1	$2K	Buy	+39	New	+$2.07K	﹤0.01%	1042

Other funds holding BFS

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JOYN Advisors's BFS Position: Q1 2019 in Review

JOYN Advisors sold out of Saul Centers (BFS) in Q1 2019, closing a stake of 195 shares — an estimated $9K sold.

JOYN Advisors first reported a position in BFS in Q1 2018 and held it in 4 quarters. The position peaked at $11K in Q3 2018. 140 funds tracked by Wall St. Rank hold BFS as of Q1 2019.

JOYN Advisors reported no remaining Saul Centers position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 195 Saul Centers shares in Q1 2019, an estimated $9K.
JOYN Advisors first reported a position in Saul Centers in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Saul Centers position peaked at $11K in Q3 2018.
140 funds tracked by Wall St. Rank held Saul Centers as of Q1 2019.

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