Jones Financial Companies
DTF

Jones Financial Companies’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Jones Financial Companies’s Portfolio DTF Stock Details DTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,218
Closed -$18K – 744
2013
Q2 		$18K Buy
+1,218
New +$19.8K ﹤0.01% 488

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

Jones Financial Companies sold out of DTF Tax-Free Income 2028 Term Fund (DTF) in Q3 2013, closing a stake of 1,218 shares — an estimated $18K sold.

Jones Financial Companies first reported a position in DTF in Q2 2013 and held it in 1 quarter. The position peaked at $18K in Q2 2013. 21 funds tracked by Wall St. Rank hold DTF as of Q3 2013.

  • Jones Financial Companies reported no remaining DTF Tax-Free Income 2028 Term Fund position as of Q3 2013 after selling out during the quarter.
  • Jones Financial Companies sold 1,218 DTF Tax-Free Income 2028 Term Fund shares in Q3 2013, an estimated $18K.
  • Jones Financial Companies first reported a position in DTF Tax-Free Income 2028 Term Fund in Q2 2013 and held it in 1 quarter.
  • Jones Financial Companies's DTF Tax-Free Income 2028 Term Fund position peaked at $18K in Q2 2013.
  • 21 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q3 2013.

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