RFA
JOY

Reilly Financial Advisors’s Joy Global Inc JOY Stock Holding History

Reilly 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
2017
Q2 		– Sell
-500
Closed -$14K – 1004
2017
Q1 		$14K Hold
500
– – ﹤0.01% 551
2016
Q4 		$14K Hold
500
– – ﹤0.01% 511
2016
Q3 		$14K Hold
500
– – ﹤0.01% 468
2016
Q2 		$11K Hold
500
– – ﹤0.01% 498
2016
Q1 		$8K Hold
500
– – ﹤0.01% 827
2015
Q4 		$6K Hold
500
– – ﹤0.01% 905
2015
Q3 		$7K Buy
+500
New +$12.1K ﹤0.01% 887

Other funds holding JOY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Reilly Financial Advisors's JOY Position: Q2 2017 in Review

Reilly Financial Advisors sold out of Joy Global Inc (JOY) in Q2 2017, closing a stake of 500 shares — an estimated $14K sold.

Reilly Financial Advisors first reported a position in JOY in Q3 2015 and held it in 7 quarters. The position peaked at $14K in Q1 2017. 1 fund tracked by Wall St. Rank holds JOY as of Q2 2017.

  • Reilly Financial Advisors reported no remaining Joy Global Inc position as of Q2 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 500 Joy Global Inc shares in Q2 2017, an estimated $14K.
  • Reilly Financial Advisors first reported a position in Joy Global Inc in Q3 2015 and held it in 7 quarters.
  • Reilly Financial Advisors's Joy Global Inc position peaked at $14K in Q1 2017.
  • 1 fund tracked by Wall St. Rank held Joy Global Inc as of Q2 2017.

Based on Reilly Financial Advisors's 13F filing for Q2 2017, filed 19 Jul 2017.