JOYN Advisors’s ePlus PLUS Stock Holding History

JOYN Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-48	Closed	-$2K	–	1049
2018 Q4	$2K	Buy	+48	New	+$1.94K	﹤0.01%	1520

Other funds holding PLUS

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

JOYN Advisors's PLUS Position: Q1 2019 in Review

JOYN Advisors sold out of ePlus (PLUS) in Q1 2019, closing a stake of 48 shares — an estimated $2K sold.

JOYN Advisors first reported a position in PLUS in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 168 funds tracked by Wall St. Rank hold PLUS as of Q1 2019.

JOYN Advisors reported no remaining ePlus position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 48 ePlus shares in Q1 2019, an estimated $2K.
JOYN Advisors first reported a position in ePlus in Q4 2018 and held it in 1 quarter.
JOYN Advisors's ePlus position peaked at $2K in Q4 2018.
168 funds tracked by Wall St. Rank held ePlus as of Q1 2019.

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