JOYN Advisors’s NewMarket NEU Stock Holding History

JOYN Advisors’s Portfolio NEU Stock Details NEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-20	Closed	-$8K	–	937
2018 Q4	$8K	Buy	+20	New	+$7.92K	﹤0.01%	1071

Other funds holding NEU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

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

JOYN Advisors's NEU Position: Q1 2019 in Review

JOYN Advisors sold out of NewMarket (NEU) in Q1 2019, closing a stake of 20 shares — an estimated $8K sold.

JOYN Advisors first reported a position in NEU in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 269 funds tracked by Wall St. Rank hold NEU as of Q1 2019.

JOYN Advisors reported no remaining NewMarket position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 20 NewMarket shares in Q1 2019, an estimated $8K.
JOYN Advisors first reported a position in NewMarket in Q4 2018 and held it in 1 quarter.
JOYN Advisors's NewMarket position peaked at $8K in Q4 2018.
269 funds tracked by Wall St. Rank held NewMarket as of Q1 2019.

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