JA
EE

JOYN Advisors’s El Paso Electric Company EE Stock Holding History

JOYN Advisors’s Portfolio EE Stock Details EE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-102
Closed -$5K – 1786
2018
Q4 		$5K Sell
102
-43
-30% -$2.42K ﹤0.01% 1283
2018
Q3 		$8K Sell
145
-12
-8% -$735 ﹤0.01% 1051
2018
Q2 		$9K Buy
157
+88
+128% +$4.79K ﹤0.01% 974
2018
Q1 		$4K Buy
+69
New +$3.49K ﹤0.01% 942

Other funds holding EE

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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JOYN Advisors's EE Position: Q1 2019 in Review

JOYN Advisors sold out of El Paso Electric Company (EE) in Q1 2019, closing a stake of 102 shares — an estimated $5K sold.

JOYN Advisors first reported a position in EE in Q1 2018 and held it in 4 quarters. The position peaked at $9K in Q2 2018. 216 funds tracked by Wall St. Rank hold EE as of Q1 2019.

  • JOYN Advisors reported no remaining El Paso Electric Company position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 102 El Paso Electric Company shares in Q1 2019, an estimated $5K.
  • JOYN Advisors first reported a position in El Paso Electric Company in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's El Paso Electric Company position peaked at $9K in Q2 2018.
  • 216 funds tracked by Wall St. Rank held El Paso Electric Company as of Q1 2019.

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