JOYN Advisors’s StoneX SNEX Stock Holding History

JOYN Advisors’s Portfolio SNEX Stock Details SNEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-51	Closed	–	–	1870
2018 Q3	$0	Sell	51 -35	-41%	-$373	﹤0.01%	1874
2018 Q2	$1K	Buy	86 +56	+187%	+$527	﹤0.01%	1648
2018 Q1	$0	Buy	+30	New	+$252	﹤0.01%	1402

Other funds holding SNEX

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

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

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

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

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

NTCM

Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return

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

JOYN Advisors's SNEX Position: Q4 2018 in Review

JOYN Advisors sold out of StoneX (SNEX) in Q4 2018, closing a stake of 51 shares.

JOYN Advisors first reported a position in SNEX in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2018. 128 funds tracked by Wall St. Rank hold SNEX as of Q4 2018.

JOYN Advisors reported no remaining StoneX position as of Q4 2018 after selling out during the quarter.
JOYN Advisors sold 51 StoneX shares in Q4 2018.
JOYN Advisors first reported a position in StoneX in Q1 2018 and held it in 3 quarters.
JOYN Advisors's StoneX position peaked at $1K in Q2 2018.
128 funds tracked by Wall St. Rank held StoneX as of Q4 2018.

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