JOYN Advisors’s First Bancorp FBP Stock Holding History

JOYN Advisors’s Portfolio FBP Stock Details FBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-326	Closed	-$3K	–	540
2018 Q4	$3K	Buy	326 +54	+20%	+$482	﹤0.01%	1388
2018 Q3	$2K	Hold	272	–	–	﹤0.01%	1450
2018 Q2	$2K	Buy	+272	New	+$2.01K	﹤0.01%	1411

Other funds holding FBP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MCM

Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JOYN Advisors's FBP Position: Q1 2019 in Review

JOYN Advisors sold out of First Bancorp (FBP) in Q1 2019, closing a stake of 326 shares — an estimated $3K sold.

JOYN Advisors first reported a position in FBP in Q2 2018 and held it in 3 quarters. The position peaked at $3K in Q4 2018. 216 funds tracked by Wall St. Rank hold FBP as of Q1 2019.

JOYN Advisors reported no remaining First Bancorp position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 326 First Bancorp shares in Q1 2019, an estimated $3K.
JOYN Advisors first reported a position in First Bancorp in Q2 2018 and held it in 3 quarters.
JOYN Advisors's First Bancorp position peaked at $3K in Q4 2018.
216 funds tracked by Wall St. Rank held First Bancorp as of Q1 2019.

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