Jones Financial Companies
AF

Jones Financial Companies’s Astoria Financial Corporation AF Stock Holding History

Jones Financial Companies’s Portfolio AF Stock Details AF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,030
Closed -$11K – 878
2013
Q2 		$11K Buy
+1,030
New +$10.2K ﹤0.01% 582

Other funds holding AF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Jones Financial Companies's AF Position: Q3 2013 in Review

Jones Financial Companies sold out of Astoria Financial Corporation (AF) in Q3 2013, closing a stake of 1,030 shares — an estimated $11K sold.

Jones Financial Companies first reported a position in AF in Q2 2013 and held it in 1 quarter. The position peaked at $11K in Q2 2013. 157 funds tracked by Wall St. Rank hold AF as of Q3 2013.

  • Jones Financial Companies reported no remaining Astoria Financial Corporation position as of Q3 2013 after selling out during the quarter.
  • Jones Financial Companies sold 1,030 Astoria Financial Corporation shares in Q3 2013, an estimated $11K.
  • Jones Financial Companies first reported a position in Astoria Financial Corporation in Q2 2013 and held it in 1 quarter.
  • Jones Financial Companies's Astoria Financial Corporation position peaked at $11K in Q2 2013.
  • 157 funds tracked by Wall St. Rank held Astoria Financial Corporation as of Q3 2013.

Based on Jones Financial Companies's 13F filing for Q3 2013, filed 14 Nov 2013.