Jones Financial Companies
APOL

Jones Financial Companies’s Apollo Education Group Inc Class A APOL Stock Holding History

Jones Financial Companies’s Portfolio APOL Stock Details APOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-589
Closed -$12K – 634
2013
Q3 		$12K Buy
+589
New +$11.4K ﹤0.01% 500

Other funds holding APOL

YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Jones Financial Companies's APOL Position: Q4 2013 in Review

Jones Financial Companies sold out of Apollo Education Group Inc Class A (APOL) in Q4 2013, closing a stake of 589 shares — an estimated $12K sold.

Jones Financial Companies first reported a position in APOL in Q3 2013 and held it in 1 quarter. The position peaked at $12K in Q3 2013. 277 funds tracked by Wall St. Rank hold APOL as of Q4 2013.

  • Jones Financial Companies reported no remaining Apollo Education Group Inc Class A position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 589 Apollo Education Group Inc Class A shares in Q4 2013, an estimated $12K.
  • Jones Financial Companies first reported a position in Apollo Education Group Inc Class A in Q3 2013 and held it in 1 quarter.
  • Jones Financial Companies's Apollo Education Group Inc Class A position peaked at $12K in Q3 2013.
  • 277 funds tracked by Wall St. Rank held Apollo Education Group Inc Class A as of Q4 2013.

Based on Jones Financial Companies's 13F filing for Q4 2013, filed 14 Feb 2014.