JOYN Advisors’s Ring Energy REI Stock Holding History

JOYN Advisors’s Portfolio REI Stock Details REI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,238	Closed	-$6K	–	1097
2018 Q4	$6K	Buy	1,238 +1,000	+420%	+$7.1K	﹤0.01%	1196
2018 Q3	$2K	Buy	+238	New	+$2.85K	﹤0.01%	1493

Other funds holding REI

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

DCM

Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return

JOYN Advisors's REI Position: Q1 2019 in Review

JOYN Advisors sold out of Ring Energy (REI) in Q1 2019, closing a stake of 1,238 shares — an estimated $6K sold.

JOYN Advisors first reported a position in REI in Q3 2018 and held it in 2 quarters. The position peaked at $6K in Q4 2018. 144 funds tracked by Wall St. Rank hold REI as of Q1 2019.

JOYN Advisors reported no remaining Ring Energy position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 1,238 Ring Energy shares in Q1 2019, an estimated $6K.
JOYN Advisors first reported a position in Ring Energy in Q3 2018 and held it in 2 quarters.
JOYN Advisors's Ring Energy position peaked at $6K in Q4 2018.
144 funds tracked by Wall St. Rank held Ring Energy as of Q1 2019.

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