NYLT
JOY

New York Life Trust’s Joy Global Inc JOY Stock Holding History

New York Life 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
2014
Q4 		– Sell
-65
Closed -$4K – 235
2014
Q3 		$4K Buy
+65
New +$3.95K 0.02% 191

Other funds holding JOY

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

New York Life Trust's JOY Position: Q4 2014 in Review

New York Life Trust sold out of Joy Global Inc (JOY) in Q4 2014, closing a stake of 65 shares — an estimated $4K sold.

New York Life Trust first reported a position in JOY in Q3 2014 and held it in 1 quarter. The position peaked at $4K in Q3 2014. 371 funds tracked by Wall St. Rank hold JOY as of Q4 2014.

  • New York Life Trust reported no remaining Joy Global Inc position as of Q4 2014 after selling out during the quarter.
  • New York Life Trust sold 65 Joy Global Inc shares in Q4 2014, an estimated $4K.
  • New York Life Trust first reported a position in Joy Global Inc in Q3 2014 and held it in 1 quarter.
  • New York Life Trust's Joy Global Inc position peaked at $4K in Q3 2014.
  • 371 funds tracked by Wall St. Rank held Joy Global Inc as of Q4 2014.

Based on New York Life Trust's 13F filing for Q4 2014, filed 13 Feb 2015.