Jones Financial Companies
XLFS

Jones Financial Companies’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History

Jones Financial Companies’s Portfolio XLFS Stock Details XLFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-236
Closed -$9K – 710
2013
Q3 		$9K Hold
236
– – ﹤0.01% 529
2013
Q2 		$8K Buy
+236
New +$8K ﹤0.01% 636

Other funds holding XLFS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Jones Financial Companies sold out of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) in Q4 2013, closing a stake of 236 shares — an estimated $9K sold.

Jones Financial Companies first reported a position in XLFS in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q3 2013. 20 funds tracked by Wall St. Rank hold XLFS as of Q4 2013.

  • Jones Financial Companies reported no remaining POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 236 POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO shares in Q4 2013, an estimated $9K.
  • Jones Financial Companies first reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position peaked at $9K in Q3 2013.
  • 20 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO as of Q4 2013.

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