NFG
JOY

Next Financial Group’s Joy Global Inc JOY Stock Holding History

Next Financial Group’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
2017
Q1 		– Sell
-8,305
Closed -$233K – 2504
2016
Q4 		$233K Hold
8,305
– – 0.04% 427
2016
Q3 		$230K Buy
8,305
+400
+5% +$10.6K 0.04% 427
2016
Q2 		$167K Sell
7,905
-700
-8% -$13.2K 0.05% 336
2016
Q1 		$138K Hold
8,605
– – 0.05% 354
2015
Q4 		$108K Buy
8,605
+8,418
+4,502% +$127K 0.04% 400
2015
Q3 		$2K Hold
187
– – ﹤0.01% 1666
2015
Q2 		$6K Hold
187
– – ﹤0.01% 1455
2015
Q1 		$7K Hold
187
– – ﹤0.01% 1407
2014
Q4 		$9K Sell
187
-470
-72% -$24K ﹤0.01% 1311
2014
Q3 		$36K Buy
+657
New +$39.9K 0.01% 1121

Other funds holding JOY

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Next Financial Group's JOY Position: Q1 2017 in Review

Next Financial Group sold out of Joy Global Inc (JOY) in Q1 2017, closing a stake of 8,305 shares — an estimated $233K sold.

Next Financial Group first reported a position in JOY in Q3 2014 and held it in 10 quarters. The position peaked at $233K in Q4 2016. 188 funds tracked by Wall St. Rank hold JOY as of Q1 2017.

  • Next Financial Group reported no remaining Joy Global Inc position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 8,305 Joy Global Inc shares in Q1 2017, an estimated $233K.
  • Next Financial Group first reported a position in Joy Global Inc in Q3 2014 and held it in 10 quarters.
  • Next Financial Group's Joy Global Inc position peaked at $233K in Q4 2016.
  • 188 funds tracked by Wall St. Rank held Joy Global Inc as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.