Jones Financial Companies
BID

Jones Financial Companies’s Sotheby's BID Stock Holding History

Jones Financial Companies’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-276
Closed -$10K – 867
2013
Q2 		$10K Buy
+276
New +$10.1K ﹤0.01% 597

Other funds holding BID

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

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

Jones Financial Companies sold out of Sotheby's (BID) in Q3 2013, closing a stake of 276 shares — an estimated $10K sold.

Jones Financial Companies first reported a position in BID in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 232 funds tracked by Wall St. Rank hold BID as of Q3 2013.

  • Jones Financial Companies reported no remaining Sotheby's position as of Q3 2013 after selling out during the quarter.
  • Jones Financial Companies sold 276 Sotheby's shares in Q3 2013, an estimated $10K.
  • Jones Financial Companies first reported a position in Sotheby's in Q2 2013 and held it in 1 quarter.
  • Jones Financial Companies's Sotheby's position peaked at $10K in Q2 2013.
  • 232 funds tracked by Wall St. Rank held Sotheby's as of Q3 2013.

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