Jones Financial Companies
VR

Jones Financial Companies’s Validus Hold Ltd VR Stock Holding History

Jones Financial Companies’s Portfolio VR Stock Details VR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-257
Closed -$10K – 614
2013
Q3 		$10K Buy
+257
New +$9.09K ﹤0.01% 517

Other funds holding VR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ACP
Aquiline Capital Partners New York $46.9M AUM 5.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Jones Financial Companies sold out of Validus Hold Ltd (VR) in Q4 2013, closing a stake of 257 shares — an estimated $10K sold.

Jones Financial Companies first reported a position in VR in Q3 2013 and held it in 1 quarter. The position peaked at $10K in Q3 2013. 234 funds tracked by Wall St. Rank hold VR as of Q4 2013.

  • Jones Financial Companies reported no remaining Validus Hold Ltd position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 257 Validus Hold Ltd shares in Q4 2013, an estimated $10K.
  • Jones Financial Companies first reported a position in Validus Hold Ltd in Q3 2013 and held it in 1 quarter.
  • Jones Financial Companies's Validus Hold Ltd position peaked at $10K in Q3 2013.
  • 234 funds tracked by Wall St. Rank held Validus Hold Ltd as of Q4 2013.

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