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JOYN Advisors’s Employers Holdings EIG Stock Holding History

JOYN Advisors’s Portfolio EIG Stock Details EIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-400
Closed -$17K – 483
2018
Q4 		$17K Buy
400
+4
+1% +$175 ﹤0.01% 735
2018
Q3 		$18K Sell
396
-125
-24% -$5.52K ﹤0.01% 726
2018
Q2 		$21K Sell
521
-656
-56% -$26.7K ﹤0.01% 660
2018
Q1 		$48K Buy
+1,177
New +$48.8K 0.01% 466

Other funds holding EIG

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JOYN Advisors's EIG Position: Q1 2019 in Review

JOYN Advisors sold out of Employers Holdings (EIG) in Q1 2019, closing a stake of 400 shares — an estimated $17K sold.

JOYN Advisors first reported a position in EIG in Q1 2018 and held it in 4 quarters. The position peaked at $48K in Q1 2018. 182 funds tracked by Wall St. Rank hold EIG as of Q1 2019.

  • JOYN Advisors reported no remaining Employers Holdings position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 400 Employers Holdings shares in Q1 2019, an estimated $17K.
  • JOYN Advisors first reported a position in Employers Holdings in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Employers Holdings position peaked at $48K in Q1 2018.
  • 182 funds tracked by Wall St. Rank held Employers Holdings as of Q1 2019.

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