JOYN Advisors’s State Street STT Stock Holding History

JOYN Advisors’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-988	Closed	-$62K	–	1231
2018 Q4	$62K	Buy	988 +695	+237%	+$49.8K	0.01%	281
2018 Q3	$25K	Buy	293 +104	+55%	+$9.14K	﹤0.01%	610
2018 Q2	$18K	Buy	189 +131	+226%	+$13K	﹤0.01%	720
2018 Q1	$6K	Buy	+58	New	+$6.08K	﹤0.01%	835

Other funds holding STT

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

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

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

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JOYN Advisors's STT Position: Q1 2019 in Review

JOYN Advisors sold out of State Street (STT) in Q1 2019, closing a stake of 988 shares — an estimated $62K sold.

JOYN Advisors first reported a position in STT in Q1 2018 and held it in 4 quarters. The position peaked at $62K in Q4 2018. 825 funds tracked by Wall St. Rank hold STT as of Q1 2019.

JOYN Advisors reported no remaining State Street position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 988 State Street shares in Q1 2019, an estimated $62K.
JOYN Advisors first reported a position in State Street in Q1 2018 and held it in 4 quarters.
JOYN Advisors's State Street position peaked at $62K in Q4 2018.
825 funds tracked by Wall St. Rank held State Street as of Q1 2019.

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