JOYN Advisors, Inc. quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, JOYN Advisors, Inc. opened 2 positions, added to 13, reduced 8, sold out of 2 and left 1 unchanged. The largest increase in value was IEFA (+$8,742,000); the largest decrease was VEA (-$3,165,000).
- IJR: Country of operation —; Class CORE S&P SCP ETF; Shares 2016-06-30 0; Shares 2016-09-30 1,926.
- IJH: Country of operation —; Class CORE S&P MCP ETF; Shares 2016-06-30 0; Shares 2016-09-30 1,396.
Two Form 13F-HR filings compared (SEC CIK 1493936): 2016-06-30 (filed 2016-08-12) and 2016-09-30 (filed 2016-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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