JOYN Advisors’s SITE Centers SITC Stock Holding History

JOYN Advisors’s Portfolio SITC Stock Details SITC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-750	Closed	-$8K	–	1868
2018 Q3	$8K	Sell	750 -158	-17%	-$1.72K	﹤0.01%	1034
2018 Q2	$10K	Sell	908 -1,942	-68%	-$19.3K	﹤0.01%	917
2018 Q1	$27K	Buy	+2,850	New	+$28.7K	0.01%	610

Other funds holding SITC

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CGM

Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

JOYN Advisors's SITC Position: Q4 2018 in Review

JOYN Advisors sold out of SITE Centers (SITC) in Q4 2018, closing a stake of 750 shares — an estimated $8K sold.

JOYN Advisors first reported a position in SITC in Q1 2018 and held it in 3 quarters. The position peaked at $27K in Q1 2018. 208 funds tracked by Wall St. Rank hold SITC as of Q4 2018.

JOYN Advisors reported no remaining SITE Centers position as of Q4 2018 after selling out during the quarter.
JOYN Advisors sold 750 SITE Centers shares in Q4 2018, an estimated $8K.
JOYN Advisors first reported a position in SITE Centers in Q1 2018 and held it in 3 quarters.
JOYN Advisors's SITE Centers position peaked at $27K in Q1 2018.
208 funds tracked by Wall St. Rank held SITE Centers as of Q4 2018.

Based on JOYN Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.