WAM
JOY

Wealthspire Advisors (Maryland)’s Joy Global Inc JOY Stock Holding History

Wealthspire Advisors (Maryland)’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
-383
Closed -$11K – 2371
2017
Q1 		$11K Buy
383
+76
+25% +$2.14K ﹤0.01% 1329
2016
Q4 		$9K Hold
307
– – ﹤0.01% 1275
2016
Q3 		$9K Hold
307
– – ﹤0.01% 1284
2016
Q2 		$6K Hold
307
– – ﹤0.01% 1324
2016
Q1 		$5K Buy
307
+4
+1% +$50 ﹤0.01% 1367
2015
Q4 		$4K Buy
+303
New +$4.58K ﹤0.01% 1428

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Wealthspire Advisors (Maryland)'s JOY Position: Q2 2017 in Review

Wealthspire Advisors (Maryland) sold out of Joy Global Inc (JOY) in Q2 2017, closing a stake of 383 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in JOY in Q4 2015 and held it in 6 quarters. The position peaked at $11K in Q1 2017. 1 fund tracked by Wall St. Rank holds JOY as of Q2 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Joy Global Inc position as of Q2 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 383 Joy Global Inc shares in Q2 2017, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in Joy Global Inc in Q4 2015 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Joy Global Inc position peaked at $11K in Q1 2017.
  • 1 fund tracked by Wall St. Rank held Joy Global Inc as of Q2 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2017, filed 9 Aug 2017.