Jones Financial Companies
AVIV

Jones Financial Companies’s AVIV REIT INC COM STK (MD) AVIV Stock Holding History

Jones Financial Companies’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-287
Closed -$7K – 665
2013
Q3 		$7K Hold
287
– – ﹤0.01% 558
2013
Q2 		$7K Buy
+287
New +$7.55K ﹤0.01% 654

Other funds holding AVIV

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
NA
NS Advisors Westport, Connecticut $71M AUM 25.21% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

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

Jones Financial Companies sold out of AVIV REIT INC COM STK (MD) (AVIV) in Q4 2013, closing a stake of 287 shares — an estimated $7K sold.

Jones Financial Companies first reported a position in AVIV in Q2 2013 and held it in 2 quarters. The position peaked at $7K in Q3 2013. 81 funds tracked by Wall St. Rank hold AVIV as of Q4 2013.

  • Jones Financial Companies reported no remaining AVIV REIT INC COM STK (MD) position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 287 AVIV REIT INC COM STK (MD) shares in Q4 2013, an estimated $7K.
  • Jones Financial Companies first reported a position in AVIV REIT INC COM STK (MD) in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's AVIV REIT INC COM STK (MD) position peaked at $7K in Q3 2013.
  • 81 funds tracked by Wall St. Rank held AVIV REIT INC COM STK (MD) as of Q4 2013.

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