JA
SP

JOYN Advisors’s SP Plus Corporation SP Stock Holding History

JOYN Advisors’s Portfolio SP Stock Details SP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-89
Closed -$3K – 1898
2018
Q3 		$3K Sell
89
-123
-58% -$4.74K ﹤0.01% 1395
2018
Q2 		$8K Sell
212
-1,030
-83% -$37.8K ﹤0.01% 1005
2018
Q1 		$44K Buy
+1,242
New +$46.5K 0.01% 489

Other funds holding SP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

JOYN Advisors's SP Position: Q4 2018 in Review

JOYN Advisors sold out of SP Plus Corporation (SP) in Q4 2018, closing a stake of 89 shares — an estimated $3K sold.

JOYN Advisors first reported a position in SP in Q1 2018 and held it in 3 quarters. The position peaked at $44K in Q1 2018. 146 funds tracked by Wall St. Rank hold SP as of Q4 2018.

  • JOYN Advisors reported no remaining SP Plus Corporation position as of Q4 2018 after selling out during the quarter.
  • JOYN Advisors sold 89 SP Plus Corporation shares in Q4 2018, an estimated $3K.
  • JOYN Advisors first reported a position in SP Plus Corporation in Q1 2018 and held it in 3 quarters.
  • JOYN Advisors's SP Plus Corporation position peaked at $44K in Q1 2018.
  • 146 funds tracked by Wall St. Rank held SP Plus Corporation as of Q4 2018.

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