Jones Financial Companies
FPO

Jones Financial Companies’s First Potomac Realty Trust FPO Stock Holding History

Jones Financial Companies’s Portfolio FPO Stock Details FPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,074
Closed -$14K – 699
2013
Q3 		$14K Hold
1,074
– – ﹤0.01% 478
2013
Q2 		$14K Buy
+1,074
New +$15.7K ﹤0.01% 548

Other funds holding FPO

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Jones Financial Companies sold out of First Potomac Realty Trust (FPO) in Q4 2013, closing a stake of 1,074 shares — an estimated $14K sold.

Jones Financial Companies first reported a position in FPO in Q2 2013 and held it in 2 quarters. The position peaked at $14K in Q3 2013. 143 funds tracked by Wall St. Rank hold FPO as of Q4 2013.

  • Jones Financial Companies reported no remaining First Potomac Realty Trust position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 1,074 First Potomac Realty Trust shares in Q4 2013, an estimated $14K.
  • Jones Financial Companies first reported a position in First Potomac Realty Trust in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's First Potomac Realty Trust position peaked at $14K in Q3 2013.
  • 143 funds tracked by Wall St. Rank held First Potomac Realty Trust as of Q4 2013.

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