Jones Financial Companies
BEL

Jones Financial Companies’s Belmond Ltd. BEL Stock Holding History

Jones Financial Companies’s Portfolio BEL Stock Details BEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,078
Closed -$13K – 872
2013
Q2 		$13K Buy
+1,078
New +$11.8K ﹤0.01% 556

Other funds holding BEL

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Jones Financial Companies sold out of Belmond Ltd. (BEL) in Q3 2013, closing a stake of 1,078 shares — an estimated $13K sold.

Jones Financial Companies first reported a position in BEL in Q2 2013 and held it in 1 quarter. The position peaked at $13K in Q2 2013. 137 funds tracked by Wall St. Rank hold BEL as of Q3 2013.

  • Jones Financial Companies reported no remaining Belmond Ltd. position as of Q3 2013 after selling out during the quarter.
  • Jones Financial Companies sold 1,078 Belmond Ltd. shares in Q3 2013, an estimated $13K.
  • Jones Financial Companies first reported a position in Belmond Ltd. in Q2 2013 and held it in 1 quarter.
  • Jones Financial Companies's Belmond Ltd. position peaked at $13K in Q2 2013.
  • 137 funds tracked by Wall St. Rank held Belmond Ltd. as of Q3 2013.

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