WCM
JOY

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

Washington 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
2014
Q3 		– Sell
-3,987
Closed -$246K – 184
2014
Q2 		$246K Hold
3,987
– – 0.09% 163
2014
Q1 		$231K Buy
+3,987
New +$221K 0.08% 174
2013
Q3 		– Sell
-24,575
Closed -$1.19M – 199
2013
Q2 		$1.19M Buy
+24,575
New +$1.35M 0.31% 137

Other funds holding JOY

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Washington Capital Management's JOY Position: Q3 2014 in Review

Washington Capital Management sold out of Joy Global Inc (JOY) in Q3 2014, closing a stake of 3,987 shares — an estimated $246K sold.

Washington Capital Management first reported a position in JOY in Q2 2013 and held it in 3 quarters. The position peaked at $1.19M in Q2 2013. 388 funds tracked by Wall St. Rank hold JOY as of Q3 2014.

  • Washington Capital Management reported no remaining Joy Global Inc position as of Q3 2014 after selling out during the quarter.
  • Washington Capital Management sold 3,987 Joy Global Inc shares in Q3 2014, an estimated $246K.
  • Washington Capital Management first reported a position in Joy Global Inc in Q2 2013 and held it in 3 quarters.
  • Washington Capital Management's Joy Global Inc position peaked at $1.19M in Q2 2013.
  • 388 funds tracked by Wall St. Rank held Joy Global Inc as of Q3 2014.

Based on Washington Capital Management's 13F filing for Q3 2014, filed 12 Nov 2014.