WCM
JOY

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

Wealthcare 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
2015
Q2 		– Sell
-153
Closed -$6K – 1003
2015
Q1 		$6K Buy
+153
New +$6.49K ﹤0.01% 613

Other funds holding JOY

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
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
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

Wealthcare Capital Management's JOY Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Joy Global Inc (JOY) in Q2 2015, closing a stake of 153 shares — an estimated $6K sold.

Wealthcare Capital Management first reported a position in JOY in Q1 2015 and held it in 1 quarter. The position peaked at $6K in Q1 2015. 319 funds tracked by Wall St. Rank hold JOY as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Joy Global Inc position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 153 Joy Global Inc shares in Q2 2015, an estimated $6K.
  • Wealthcare Capital Management first reported a position in Joy Global Inc in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Joy Global Inc position peaked at $6K in Q1 2015.
  • 319 funds tracked by Wall St. Rank held Joy Global Inc as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.