Jones Financial Companies
HME

Jones Financial Companies’s HOME PROPERTIES, INC HME Stock Holding History

Jones Financial Companies’s Portfolio HME Stock Details HME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-473
Closed -$27K – 653
2013
Q3 		$27K Hold
473
– – ﹤0.01% 390
2013
Q2 		$31K Buy
+473
New +$30.2K ﹤0.01% 387

Other funds holding HME

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
DCMA
Daiwa Capital Markets America New York $11.8B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Jones Financial Companies sold out of HOME PROPERTIES, INC (HME) in Q4 2013, closing a stake of 473 shares — an estimated $27K sold.

Jones Financial Companies first reported a position in HME in Q2 2013 and held it in 2 quarters. The position peaked at $31K in Q2 2013. 251 funds tracked by Wall St. Rank hold HME as of Q4 2013.

  • Jones Financial Companies reported no remaining HOME PROPERTIES, INC position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 473 HOME PROPERTIES, INC shares in Q4 2013, an estimated $27K.
  • Jones Financial Companies first reported a position in HOME PROPERTIES, INC in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's HOME PROPERTIES, INC position peaked at $31K in Q2 2013.
  • 251 funds tracked by Wall St. Rank held HOME PROPERTIES, INC as of Q4 2013.

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