RWA
JONE

RGT Wealth Advisors’s Jones Energy, Inc. JONE Stock Holding History

RGT Wealth Advisors’s Portfolio JONE Stock Details JONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-5,678
Closed -$91K – 101
2018
Q1 		$91K Buy
5,678
+3,127
+123% +$67.7K 0.04% 103
2017
Q4 		$56K Hold
2,551
– – 0.03% 97
2017
Q3 		$98K Hold
2,551
– – 0.07% 91
2017
Q2 		$82K Buy
2,551
+1,520
+147% +$61.4K 0.06% 88
2017
Q1 		$53K Hold
1,031
– – 0.04% 99
2016
Q4 		$95K Buy
+1,031
New +$83.4K 0.05% 119

Other funds holding JONE

JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QGA
Q Global Advisors Fort Worth, Texas $113M AUM 20.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $582M AUM 22.09% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RGT Wealth Advisors's JONE Position: Q2 2018 in Review

RGT Wealth Advisors sold out of Jones Energy, Inc. (JONE) in Q2 2018, closing a stake of 5,678 shares — an estimated $91K sold.

RGT Wealth Advisors first reported a position in JONE in Q4 2016 and held it in 6 quarters. The position peaked at $98K in Q3 2017. 60 funds tracked by Wall St. Rank hold JONE as of Q2 2018.

  • RGT Wealth Advisors reported no remaining Jones Energy, Inc. position as of Q2 2018 after selling out during the quarter.
  • RGT Wealth Advisors sold 5,678 Jones Energy, Inc. shares in Q2 2018, an estimated $91K.
  • RGT Wealth Advisors first reported a position in Jones Energy, Inc. in Q4 2016 and held it in 6 quarters.
  • RGT Wealth Advisors's Jones Energy, Inc. position peaked at $98K in Q3 2017.
  • 60 funds tracked by Wall St. Rank held Jones Energy, Inc. as of Q2 2018.

Based on RGT Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.