Stifel Financial
JOY

Stifel Financial’s Joy Global Inc JOY Stock Holding History

Stifel Financial’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
2016
Q4 		– Sell
-10,122
Closed -$282K – 2608
2016
Q3 		$282K Sell
10,122
-4,360
-30% -$116K ﹤0.01% 2015
2016
Q2 		$306K Sell
14,482
-2,052
-12% -$38.8K ﹤0.01% 2032
2016
Q1 		$266K Buy
16,534
+4,546
+38% +$57.2K ﹤0.01% 1879
2015
Q4 		$151K Buy
11,988
+1,065
+10% +$16.1K ﹤0.01% 2176
2015
Q3 		$163K Sell
10,923
-42,839
-80% -$1.04M ﹤0.01% 2073
2015
Q2 		$1.95M Buy
53,762
+35,773
+199% +$1.44M 0.01% 1014
2015
Q1 		$705K Sell
17,989
-2,726
-13% -$116K ﹤0.01% 1447
2014
Q4 		$965K Buy
20,715
+9,186
+80% +$470K 0.01% 1283
2014
Q3 		$629K Buy
11,529
+938
+9% +$56.9K 0.01% 1389
2014
Q2 		$652K Sell
10,591
-851
-7% -$51.2K 0.01% 1339
2014
Q1 		$664K Buy
+11,442
New +$635K 0.01% 1270

Other funds holding JOY

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Stifel Financial's JOY Position: Q4 2016 in Review

Stifel Financial sold out of Joy Global Inc (JOY) in Q4 2016, closing a stake of 10,122 shares — an estimated $282K sold.

Stifel Financial first reported a position in JOY in Q1 2014 and held it in 11 quarters. The position peaked at $1.95M in Q2 2015. 218 funds tracked by Wall St. Rank hold JOY as of Q4 2016.

  • Stifel Financial reported no remaining Joy Global Inc position as of Q4 2016 after selling out during the quarter.
  • Stifel Financial sold 10,122 Joy Global Inc shares in Q4 2016, an estimated $282K.
  • Stifel Financial first reported a position in Joy Global Inc in Q1 2014 and held it in 11 quarters.
  • Stifel Financial's Joy Global Inc position peaked at $1.95M in Q2 2015.
  • 218 funds tracked by Wall St. Rank held Joy Global Inc as of Q4 2016.

Based on Stifel Financial's 13F filing for Q4 2016, filed 16 Feb 2017.