Plante Moran Financial Advisors’s Joy Global Inc JOY Stock Holding History

Plante Moran Financial Advisors’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	-36	Closed	-$2K	–	893
2014 Q2	$2K	Hold	36	–	–	﹤0.01%	781
2014 Q1	$2K	Sell	36 -200	-85%	-$11.1K	﹤0.01%	569
2013 Q4	$14K	Hold	236	–	–	0.01%	401
2013 Q3	$12K	Sell	236 -20	-8%	-$1.02K	0.01%	372
2013 Q2	$12K	Buy	+256	New	+$14.1K	0.01%	321

Other funds holding JOY

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

MAM

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Plante Moran Financial Advisors's JOY Position: Q3 2014 in Review

Plante Moran Financial Advisors sold out of Joy Global Inc (JOY) in Q3 2014, closing a stake of 36 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in JOY in Q2 2013 and held it in 5 quarters. The position peaked at $14K in Q4 2013. 388 funds tracked by Wall St. Rank hold JOY as of Q3 2014.

Plante Moran Financial Advisors reported no remaining Joy Global Inc position as of Q3 2014 after selling out during the quarter.
Plante Moran Financial Advisors sold 36 Joy Global Inc shares in Q3 2014, an estimated $2K.
Plante Moran Financial Advisors first reported a position in Joy Global Inc in Q2 2013 and held it in 5 quarters.
Plante Moran Financial Advisors's Joy Global Inc position peaked at $14K in Q4 2013.
388 funds tracked by Wall St. Rank held Joy Global Inc as of Q3 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2014, filed 23 Oct 2014.