Jones Financial Companies
FM

Jones Financial Companies’s iShares Frontier and Select EM ETF FM Stock Holding History

Jones Financial Companies’s Portfolio FM Stock Details FM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-90
Closed -$3K – 687
2013
Q3 		$3K Buy
+90
New +$2.79K ﹤0.01% 641

Other funds holding FM

BFA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAG
Tactical Allocation Group Birmingham, Michigan $62.6M AUM 2.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

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

Jones Financial Companies sold out of iShares Frontier and Select EM ETF (FM) in Q4 2013, closing a stake of 90 shares — an estimated $3K sold.

Jones Financial Companies first reported a position in FM in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 62 funds tracked by Wall St. Rank hold FM as of Q4 2013.

  • Jones Financial Companies reported no remaining iShares Frontier and Select EM ETF position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 90 iShares Frontier and Select EM ETF shares in Q4 2013, an estimated $3K.
  • Jones Financial Companies first reported a position in iShares Frontier and Select EM ETF in Q3 2013 and held it in 1 quarter.
  • Jones Financial Companies's iShares Frontier and Select EM ETF position peaked at $3K in Q3 2013.
  • 62 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2013.

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