Kanaly Trust’s Joy Global Inc JOY Stock Holding History

Kanaly Trust’s Portfolio JOY Stock Details JOY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-37	Closed	-$1K	–	968
2016 Q3	$1K	Hold	37	–	–	﹤0.01%	895
2016 Q2	$1K	Sell	37 -15	-29%	-$283	﹤0.01%	884
2016 Q1	$1K	Sell	52 -456	-90%	-$5.74K	﹤0.01%	866
2015 Q4	$6K	Buy	+508	New	+$7.68K	﹤0.01%	648

Other funds holding JOY

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Kanaly Trust's JOY Position: Q4 2016 in Review

Kanaly Trust sold out of Joy Global Inc (JOY) in Q4 2016, closing a stake of 37 shares — an estimated $1K sold.

Kanaly Trust first reported a position in JOY in Q4 2015 and held it in 4 quarters. The position peaked at $6K in Q4 2015. 218 funds tracked by Wall St. Rank hold JOY as of Q4 2016.

Kanaly Trust reported no remaining Joy Global Inc position as of Q4 2016 after selling out during the quarter.
Kanaly Trust sold 37 Joy Global Inc shares in Q4 2016, an estimated $1K.
Kanaly Trust first reported a position in Joy Global Inc in Q4 2015 and held it in 4 quarters.
Kanaly Trust's Joy Global Inc position peaked at $6K in Q4 2015.
218 funds tracked by Wall St. Rank held Joy Global Inc as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.