Jones Financial Companies
PLL

Jones Financial Companies’s PALL CORP PLL Stock Holding History

Jones Financial Companies’s Portfolio PLL Stock Details PLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-703
Closed -$54K – 655
2013
Q3 		$54K Buy
703
+687
+4,294% +$49.2K ﹤0.01% 288
2013
Q2 		$1K Buy
+16
New +$1.08K ﹤0.01% 779

Other funds holding PLL

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Jones Financial Companies sold out of PALL CORP (PLL) in Q4 2013, closing a stake of 703 shares — an estimated $54K sold.

Jones Financial Companies first reported a position in PLL in Q2 2013 and held it in 2 quarters. The position peaked at $54K in Q3 2013. 422 funds tracked by Wall St. Rank hold PLL as of Q4 2013.

  • Jones Financial Companies reported no remaining PALL CORP position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 703 PALL CORP shares in Q4 2013, an estimated $54K.
  • Jones Financial Companies first reported a position in PALL CORP in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's PALL CORP position peaked at $54K in Q3 2013.
  • 422 funds tracked by Wall St. Rank held PALL CORP as of Q4 2013.

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