Jones Financial Companies
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Jones Financial Companies’s Universal Electronics UEIC Stock Holding History

Jones Financial Companies’s Portfolio UEIC Stock Details UEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-421
Closed -$12K – 834
2013
Q2 		$12K Buy
+421
New +$10.5K ﹤0.01% 567

Other funds holding UEIC

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WSC
Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies's UEIC Position: Q3 2013 in Review

Jones Financial Companies sold out of Universal Electronics (UEIC) in Q3 2013, closing a stake of 421 shares — an estimated $12K sold.

Jones Financial Companies first reported a position in UEIC in Q2 2013 and held it in 1 quarter. The position peaked at $12K in Q2 2013. 129 funds tracked by Wall St. Rank hold UEIC as of Q3 2013.

  • Jones Financial Companies reported no remaining Universal Electronics position as of Q3 2013 after selling out during the quarter.
  • Jones Financial Companies sold 421 Universal Electronics shares in Q3 2013, an estimated $12K.
  • Jones Financial Companies first reported a position in Universal Electronics in Q2 2013 and held it in 1 quarter.
  • Jones Financial Companies's Universal Electronics position peaked at $12K in Q2 2013.
  • 129 funds tracked by Wall St. Rank held Universal Electronics as of Q3 2013.

Based on Jones Financial Companies's 13F filing for Q3 2013, filed 14 Nov 2013.