JA
BKE icon

JOYN Advisors’s Buckle BKE Stock Holding History

JOYN Advisors’s Portfolio BKE Stock Details BKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-35
Closed -$1K – 268
2018
Q4 		$1K Buy
+35
New +$709 ﹤0.01% 1590
2018
Q3 		– Sell
-80
Closed -$2K – 1752
2018
Q2 		$2K Sell
80
-5
-6% -$124 ﹤0.01% 1385
2018
Q1 		$2K Buy
+85
New +$1.78K ﹤0.01% 1043

Other funds holding BKE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

JOYN Advisors's BKE Position: Q1 2019 in Review

JOYN Advisors sold out of Buckle (BKE) in Q1 2019, closing a stake of 35 shares — an estimated $1K sold.

JOYN Advisors first reported a position in BKE in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 178 funds tracked by Wall St. Rank hold BKE as of Q1 2019.

  • JOYN Advisors reported no remaining Buckle position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 35 Buckle shares in Q1 2019, an estimated $1K.
  • JOYN Advisors first reported a position in Buckle in Q1 2018 and held it in 3 quarters.
  • JOYN Advisors's Buckle position peaked at $2K in Q2 2018.
  • 178 funds tracked by Wall St. Rank held Buckle as of Q1 2019.

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