Jones Financial Companies
XLYS

Jones Financial Companies’s POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT XLYS Stock Holding History

Jones Financial Companies’s Portfolio XLYS Stock Details XLYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-188
Closed -$8K – 704
2013
Q3 		$8K Hold
188
– – ﹤0.01% 548
2013
Q2 		$8K Buy
+188
New +$8K ﹤0.01% 633

Other funds holding XLYS

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.97% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return

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

Jones Financial Companies sold out of POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT (XLYS) in Q4 2013, closing a stake of 188 shares — an estimated $8K sold.

Jones Financial Companies first reported a position in XLYS in Q2 2013 and held it in 2 quarters. The position peaked at $8K in Q3 2013. 20 funds tracked by Wall St. Rank hold XLYS as of Q4 2013.

  • Jones Financial Companies reported no remaining POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 188 POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT shares in Q4 2013, an estimated $8K.
  • Jones Financial Companies first reported a position in POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT position peaked at $8K in Q3 2013.
  • 20 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT as of Q4 2013.

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