JOYN Advisors’s Marcus Corp MCS Stock Holding History

JOYN Advisors’s Portfolio MCS Stock Details MCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-17	Closed	-$1K	–	867
2018 Q4	$1K	Hold	17	–	–	﹤0.01%	1648
2018 Q3	$1K	Hold	17	–	–	﹤0.01%	1627
2018 Q2	$1K	Buy	+17	New	+$536	﹤0.01%	1612

Other funds holding MCS

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JOYN Advisors's MCS Position: Q1 2019 in Review

JOYN Advisors sold out of Marcus Corp (MCS) in Q1 2019, closing a stake of 17 shares — an estimated $1K sold.

JOYN Advisors first reported a position in MCS in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 196 funds tracked by Wall St. Rank hold MCS as of Q1 2019.

JOYN Advisors reported no remaining Marcus Corp position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 17 Marcus Corp shares in Q1 2019, an estimated $1K.
JOYN Advisors first reported a position in Marcus Corp in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Marcus Corp position peaked at $1K in Q4 2018.
196 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2019.

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