JOYN Advisors’s Hamilton Beach Brands HBB Stock Holding History

JOYN Advisors’s Portfolio HBB Stock Details HBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-21	Closed	–	–	1787
2018 Q1	$0	Buy	+21	New	+$521	﹤0.01%	1350

Other funds holding HBB

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

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JOYN Advisors's HBB Position: Q2 2018 in Review

JOYN Advisors sold out of Hamilton Beach Brands (HBB) in Q2 2018, closing a stake of 21 shares.

JOYN Advisors first reported a position in HBB in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 82 funds tracked by Wall St. Rank hold HBB as of Q2 2018.

JOYN Advisors reported no remaining Hamilton Beach Brands position as of Q2 2018 after selling out during the quarter.
JOYN Advisors sold 21 Hamilton Beach Brands shares in Q2 2018.
JOYN Advisors first reported a position in Hamilton Beach Brands in Q1 2018 and held it in 1 quarter.
JOYN Advisors's Hamilton Beach Brands position peaked at $0 in Q1 2018.
82 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q2 2018.

Based on JOYN Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.