JOYN Advisors’s Packaging Corp of America PKG Stock Holding History

JOYN Advisors’s Portfolio PKG Stock Details PKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-235	Closed	-$20K	–	1042
2018 Q4	$20K	Sell	235 -86	-27%	-$8K	﹤0.01%	669
2018 Q3	$35K	Buy	321 +23	+8%	+$2.59K	0.01%	499
2018 Q2	$33K	Sell	298 -4	-1%	-$467	0.01%	519
2018 Q1	$34K	Buy	+302	New	+$36.4K	0.01%	563

Other funds holding PKG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SBAM

Santa Barbara Asset Management Los Angeles, California $6.43B AUM 10.99% 1-Year Est. Return

JOYN Advisors's PKG Position: Q1 2019 in Review

JOYN Advisors sold out of Packaging Corp of America (PKG) in Q1 2019, closing a stake of 235 shares — an estimated $20K sold.

JOYN Advisors first reported a position in PKG in Q1 2018 and held it in 4 quarters. The position peaked at $35K in Q3 2018. 583 funds tracked by Wall St. Rank hold PKG as of Q1 2019.

JOYN Advisors reported no remaining Packaging Corp of America position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 235 Packaging Corp of America shares in Q1 2019, an estimated $20K.
JOYN Advisors first reported a position in Packaging Corp of America in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Packaging Corp of America position peaked at $35K in Q3 2018.
583 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2019.

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