WRF
JNY

Waddell & Reed Financial’s JONES GROUP INC COM STK (PA) JNY Stock Holding History

Waddell & Reed Financial’s Portfolio JNY Stock Details JNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-283,900
Closed -$4.26M – 604
2013
Q3 		$4.26M Hold
283,900
– – 0.01% 497
2013
Q2 		$3.9M Buy
+283,900
New +$3.97M 0.01% 477

Other funds holding JNY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Waddell & Reed Financial's JNY Position: Q4 2013 in Review

Waddell & Reed Financial sold out of JONES GROUP INC COM STK (PA) (JNY) in Q4 2013, closing a stake of 283,900 shares — an estimated $4.26M sold.

Waddell & Reed Financial first reported a position in JNY in Q2 2013 and held it in 2 quarters. The position peaked at $4.26M in Q3 2013. 155 funds tracked by Wall St. Rank hold JNY as of Q4 2013.

  • Waddell & Reed Financial reported no remaining JONES GROUP INC COM STK (PA) position as of Q4 2013 after selling out during the quarter.
  • Waddell & Reed Financial sold 283,900 JONES GROUP INC COM STK (PA) shares in Q4 2013, an estimated $4.26M.
  • Waddell & Reed Financial first reported a position in JONES GROUP INC COM STK (PA) in Q2 2013 and held it in 2 quarters.
  • Waddell & Reed Financial's JONES GROUP INC COM STK (PA) position peaked at $4.26M in Q3 2013.
  • 155 funds tracked by Wall St. Rank held JONES GROUP INC COM STK (PA) as of Q4 2013.

Based on Waddell & Reed Financial's 13F filing for Q4 2013, filed 14 Feb 2014.