PAS
JOY

Partnervest Advisory Services’s Joy Global Inc JOY Stock Holding History

Partnervest Advisory Services’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
Q3 		– Sell
-200
Closed -$12K – 945
2014
Q2 		$12K Hold
200
– – 0.01% 662
2014
Q1 		$12K Hold
200
– – 0.01% 630
2013
Q4 		$12K Hold
200
– – 0.01% 614
2013
Q3 		$10K Hold
200
– – 0.01% 662
2013
Q2 		$10K Buy
+200
New +$11K ﹤0.01% 612

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 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
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Partnervest Advisory Services's JOY Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Joy Global Inc (JOY) in Q3 2014, closing a stake of 200 shares — an estimated $12K sold.

Partnervest Advisory Services first reported a position in JOY in Q2 2013 and held it in 5 quarters. The position peaked at $12K in Q2 2014. 388 funds tracked by Wall St. Rank hold JOY as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Joy Global Inc position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 200 Joy Global Inc shares in Q3 2014, an estimated $12K.
  • Partnervest Advisory Services first reported a position in Joy Global Inc in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's Joy Global Inc position peaked at $12K in Q2 2014.
  • 388 funds tracked by Wall St. Rank held Joy Global Inc as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.