SCM
JOY

Shelton Capital Management’s Joy Global Inc JOY Stock Holding History

Shelton Capital Management’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
Q1 		– Sell
-7,519
Closed -$211K – 930
2016
Q4 		$211K Hold
7,519
– – 0.02% 808
2016
Q3 		$209K Buy
+7,519
New +$199K 0.02% 733

Other funds holding JOY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Shelton Capital Management's JOY Position: Q1 2017 in Review

Shelton Capital Management sold out of Joy Global Inc (JOY) in Q1 2017, closing a stake of 7,519 shares — an estimated $211K sold.

Shelton Capital Management first reported a position in JOY in Q3 2016 and held it in 2 quarters. The position peaked at $211K in Q4 2016. 188 funds tracked by Wall St. Rank hold JOY as of Q1 2017.

  • Shelton Capital Management reported no remaining Joy Global Inc position as of Q1 2017 after selling out during the quarter.
  • Shelton Capital Management sold 7,519 Joy Global Inc shares in Q1 2017, an estimated $211K.
  • Shelton Capital Management first reported a position in Joy Global Inc in Q3 2016 and held it in 2 quarters.
  • Shelton Capital Management's Joy Global Inc position peaked at $211K in Q4 2016.
  • 188 funds tracked by Wall St. Rank held Joy Global Inc as of Q1 2017.

Based on Shelton Capital Management's 13F filing for Q1 2017, filed 15 May 2017.