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JOYN Advisors’s Capital City Bank Group CCBG Stock Holding History

JOYN Advisors’s Portfolio CCBG Stock Details CCBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-124
Closed -$3K – 318
2018
Q4 		$3K Sell
124
-281
-69% -$6.79K ﹤0.01% 1376
2018
Q3 		$9K Sell
405
-162
-29% -$3.96K ﹤0.01% 985
2018
Q2 		$13K Sell
567
-888
-61% -$21.2K ﹤0.01% 802
2018
Q1 		$36K Buy
+1,455
New +$35.5K 0.01% 550

Other funds holding CCBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JOYN Advisors's CCBG Position: Q1 2019 in Review

JOYN Advisors sold out of Capital City Bank Group (CCBG) in Q1 2019, closing a stake of 124 shares — an estimated $3K sold.

JOYN Advisors first reported a position in CCBG in Q1 2018 and held it in 4 quarters. The position peaked at $36K in Q1 2018. 74 funds tracked by Wall St. Rank hold CCBG as of Q1 2019.

  • JOYN Advisors reported no remaining Capital City Bank Group position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 124 Capital City Bank Group shares in Q1 2019, an estimated $3K.
  • JOYN Advisors first reported a position in Capital City Bank Group in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Capital City Bank Group position peaked at $36K in Q1 2018.
  • 74 funds tracked by Wall St. Rank held Capital City Bank Group as of Q1 2019.

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