Wilbanks Smith & Thomas Asset Management’s Joy Global Inc JOY Stock Holding History

Wilbanks Smith & Thomas Asset 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 Q1	–	Sell	-4,775	Closed	-$222K	–	327
2014 Q4	$222K	Sell	4,775 -225	-5%	-$11.5K	0.02%	273
2014 Q3	$273K	Buy	5,000 +475	+10%	+$28.8K	0.03%	232
2014 Q2	$279K	Buy	4,525 +155	+4%	+$9.32K	0.03%	229
2014 Q1	$253K	Buy	+4,370	New	+$243K	0.03%	241

Other funds holding JOY

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's JOY Position: Q1 2015 in Review

Wilbanks Smith & Thomas Asset Management sold out of Joy Global Inc (JOY) in Q1 2015, closing a stake of 4,775 shares — an estimated $222K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in JOY in Q1 2014 and held it in 4 quarters. The position peaked at $279K in Q2 2014. 334 funds tracked by Wall St. Rank hold JOY as of Q1 2015.

Wilbanks Smith & Thomas Asset Management reported no remaining Joy Global Inc position as of Q1 2015 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 4,775 Joy Global Inc shares in Q1 2015, an estimated $222K.
Wilbanks Smith & Thomas Asset Management first reported a position in Joy Global Inc in Q1 2014 and held it in 4 quarters.
Wilbanks Smith & Thomas Asset Management's Joy Global Inc position peaked at $279K in Q2 2014.
334 funds tracked by Wall St. Rank held Joy Global Inc as of Q1 2015.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2015, filed 20 Apr 2015.