Jones Financial Companies
FCE.A

Jones Financial Companies’s Forest City Realty Trust, Inc. FCE.A Stock Holding History

Jones Financial Companies’s Portfolio FCE.A Stock Details FCE.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,634
Closed -$31K – 610
2013
Q3 		$31K Hold
1,634
– – ﹤0.01% 369
2013
Q2 		$29K Buy
+1,634
New +$30.2K ﹤0.01% 401

Other funds holding FCE.A

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.62% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Jones Financial Companies's FCE.A Position: Q4 2013 in Review

Jones Financial Companies sold out of Forest City Realty Trust, Inc. (FCE.A) in Q4 2013, closing a stake of 1,634 shares — an estimated $31K sold.

Jones Financial Companies first reported a position in FCE.A in Q2 2013 and held it in 2 quarters. The position peaked at $31K in Q3 2013. 208 funds tracked by Wall St. Rank hold FCE.A as of Q4 2013.

  • Jones Financial Companies reported no remaining Forest City Realty Trust, Inc. position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 1,634 Forest City Realty Trust, Inc. shares in Q4 2013, an estimated $31K.
  • Jones Financial Companies first reported a position in Forest City Realty Trust, Inc. in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's Forest City Realty Trust, Inc. position peaked at $31K in Q3 2013.
  • 208 funds tracked by Wall St. Rank held Forest City Realty Trust, Inc. as of Q4 2013.

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