Jones Financial Companies
XLVS

Jones Financial Companies’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Jones Financial Companies’s Portfolio XLVS Stock Details XLVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-181
Closed -$9K – 705
2013
Q3 		$9K Hold
181
– – ﹤0.01% 527
2013
Q2 		$8K Buy
+181
New +$8K ﹤0.01% 634

Other funds holding XLVS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jones Financial Companies sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q4 2013, closing a stake of 181 shares — an estimated $9K sold.

Jones Financial Companies first reported a position in XLVS in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q3 2013. 38 funds tracked by Wall St. Rank hold XLVS as of Q4 2013.

  • Jones Financial Companies reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 181 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q4 2013, an estimated $9K.
  • Jones Financial Companies first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $9K in Q3 2013.
  • 38 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q4 2013.

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