Jones Financial Companies
BT

Jones Financial Companies’s BT Group plc (ADR) BT Stock Holding History

Jones Financial Companies’s Portfolio BT Stock Details BT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,434
Closed -$40K – 601
2013
Q3 		$40K Buy
1,434
+1,350
+1,607% +$35.2K ﹤0.01% 327
2013
Q2 		$2K Buy
+84
New +$1.9K ﹤0.01% 735

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Arrowstreet Capital
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jones Financial Companies sold out of BT Group plc (ADR) (BT) in Q4 2013, closing a stake of 1,434 shares — an estimated $40K sold.

Jones Financial Companies first reported a position in BT in Q2 2013 and held it in 2 quarters. The position peaked at $40K in Q3 2013. 132 funds tracked by Wall St. Rank hold BT as of Q4 2013.

  • Jones Financial Companies reported no remaining BT Group plc (ADR) position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 1,434 BT Group plc (ADR) shares in Q4 2013, an estimated $40K.
  • Jones Financial Companies first reported a position in BT Group plc (ADR) in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's BT Group plc (ADR) position peaked at $40K in Q3 2013.
  • 132 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2013.

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