Jones Financial Companies
BIG

Jones Financial Companies’s Big Lots, Inc. BIG Stock Holding History

Jones Financial Companies’s Portfolio BIG Stock Details BIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-45
Closed -$2K – 560
2013
Q3 		$2K Hold
45
– – ﹤0.01% 663
2013
Q2 		$1K Buy
+45
New +$1.59K ﹤0.01% 767

Other funds holding BIG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

Jones Financial Companies sold out of Big Lots, Inc. (BIG) in Q4 2013, closing a stake of 45 shares — an estimated $2K sold.

Jones Financial Companies first reported a position in BIG in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 222 funds tracked by Wall St. Rank hold BIG as of Q4 2013.

  • Jones Financial Companies reported no remaining Big Lots, Inc. position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 45 Big Lots, Inc. shares in Q4 2013, an estimated $2K.
  • Jones Financial Companies first reported a position in Big Lots, Inc. in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's Big Lots, Inc. position peaked at $2K in Q3 2013.
  • 222 funds tracked by Wall St. Rank held Big Lots, Inc. as of Q4 2013.

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