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JOYN Advisors’s Central Pacific Financial CPF Stock Holding History

JOYN Advisors’s Portfolio CPF Stock Details CPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-81
Closed -$2K – 380
2018
Q4 		$2K Sell
81
-92
-53% -$2.42K ﹤0.01% 1475
2018
Q3 		$5K Buy
173
+67
+63% +$1.9K ﹤0.01% 1167
2018
Q2 		$3K Buy
106
+85
+405% +$2.51K ﹤0.01% 1284
2018
Q1 		$1K Buy
+21
New +$616 ﹤0.01% 1162

Other funds holding CPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JOYN Advisors's CPF Position: Q1 2019 in Review

JOYN Advisors sold out of Central Pacific Financial (CPF) in Q1 2019, closing a stake of 81 shares — an estimated $2K sold.

JOYN Advisors first reported a position in CPF in Q1 2018 and held it in 4 quarters. The position peaked at $5K in Q3 2018. 168 funds tracked by Wall St. Rank hold CPF as of Q1 2019.

  • JOYN Advisors reported no remaining Central Pacific Financial position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 81 Central Pacific Financial shares in Q1 2019, an estimated $2K.
  • JOYN Advisors first reported a position in Central Pacific Financial in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Central Pacific Financial position peaked at $5K in Q3 2018.
  • 168 funds tracked by Wall St. Rank held Central Pacific Financial as of Q1 2019.

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