Jones Financial Companies
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Jones Financial Companies’s Santander BSBR Stock Holding History

Jones Financial Companies’s Portfolio BSBR Stock Details BSBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,253
Closed -$7K – 727
2013
Q2 		$7K Buy
+1,253
New +$8.47K ﹤0.01% 640

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GAM
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TBC
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Jones Financial Companies sold out of Santander (BSBR) in Q3 2013, closing a stake of 1,253 shares — an estimated $7K sold.

Jones Financial Companies first reported a position in BSBR in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 123 funds tracked by Wall St. Rank hold BSBR as of Q3 2013.

  • Jones Financial Companies reported no remaining Santander position as of Q3 2013 after selling out during the quarter.
  • Jones Financial Companies sold 1,253 Santander shares in Q3 2013, an estimated $7K.
  • Jones Financial Companies first reported a position in Santander in Q2 2013 and held it in 1 quarter.
  • Jones Financial Companies's Santander position peaked at $7K in Q2 2013.
  • 123 funds tracked by Wall St. Rank held Santander as of Q3 2013.

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