Rational Advisors’s Joy Global Inc JOY Stock Holding History

Rational 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
2015 Q2	–	Sell	-14,400	Closed	-$564K	–	515
2015 Q1	$564K	Sell	14,400 -4,880	-25%	-$207K	0.14%	146
2014 Q4	$897K	Buy	+19,280	New	+$986K	0.18%	145
2013 Q4	$2.05M	Sell	35,020 -308	-0.9%	-$17K	0.18%	187
2013 Q3	$1.8M	Sell	35,328 -100	-0.3%	-$5.1K	0.14%	237
2013 Q2	$1.72M	Buy	+35,428	New	+$1.95M	0.14%	241

Other funds holding JOY

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Rational Advisors's JOY Position: Q2 2015 in Review

Rational Advisors sold out of Joy Global Inc (JOY) in Q2 2015, closing a stake of 14,400 shares — an estimated $564K sold.

Rational Advisors first reported a position in JOY in Q2 2013 and held it in 5 quarters. The position peaked at $2.05M in Q4 2013. 319 funds tracked by Wall St. Rank hold JOY as of Q2 2015.

Rational Advisors reported no remaining Joy Global Inc position as of Q2 2015 after selling out during the quarter.
Rational Advisors sold 14,400 Joy Global Inc shares in Q2 2015, an estimated $564K.
Rational Advisors first reported a position in Joy Global Inc in Q2 2013 and held it in 5 quarters.
Rational Advisors's Joy Global Inc position peaked at $2.05M in Q4 2013.
319 funds tracked by Wall St. Rank held Joy Global Inc as of Q2 2015.

Based on Rational Advisors's 13F filing for Q2 2015, filed 3 Aug 2015.