Platte River Capital’s Joy Global Inc JOY Stock Holding History

Platte River Capital’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	-7,000	Closed	-$382K	–	196
2014 Q3	$382K	Sell	7,000 -10,000	-59%	-$607K	0.1%	151
2014 Q2	$1.05M	Buy	+17,000	New	+$1.02M	0.16%	130

Other funds holding JOY

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Platte River Capital's JOY Position: Q4 2014 in Review

Platte River Capital sold out of Joy Global Inc (JOY) in Q4 2014, closing a stake of 7,000 shares — an estimated $382K sold.

Platte River Capital first reported a position in JOY in Q2 2014 and held it in 2 quarters. The position peaked at $1.05M in Q2 2014. 371 funds tracked by Wall St. Rank hold JOY as of Q4 2014.

Platte River Capital reported no remaining Joy Global Inc position as of Q4 2014 after selling out during the quarter.
Platte River Capital sold 7,000 Joy Global Inc shares in Q4 2014, an estimated $382K.
Platte River Capital first reported a position in Joy Global Inc in Q2 2014 and held it in 2 quarters.
Platte River Capital's Joy Global Inc position peaked at $1.05M in Q2 2014.
371 funds tracked by Wall St. Rank held Joy Global Inc as of Q4 2014.

Based on Platte River Capital's 13F filing for Q4 2014, filed 3 Feb 2015.