WIM
JONE

Waverton Investment Management’s Jones Energy, Inc. JONE Stock Holding History

Waverton Investment Management’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
2014
Q1 		– Sell
-2,365
Closed -$4.45M – 171
2013
Q4 		$4.45M Buy
+2,365
New +$665K 0.23% 78

Other funds holding JONE

MMI
Metalmark Management II New York $46.7M AUM 16.73% 1-Year Est. Return
JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Ascend Capital Orinda, California $1.99B AUM 10.36% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Waverton Investment Management's JONE Position: Q1 2014 in Review

Waverton Investment Management sold out of Jones Energy, Inc. (JONE) in Q1 2014, closing a stake of 2,365 shares — an estimated $4.45M sold.

Waverton Investment Management first reported a position in JONE in Q4 2013 and held it in 1 quarter. The position peaked at $4.45M in Q4 2013. 65 funds tracked by Wall St. Rank hold JONE as of Q1 2014.

  • Waverton Investment Management reported no remaining Jones Energy, Inc. position as of Q1 2014 after selling out during the quarter.
  • Waverton Investment Management sold 2,365 Jones Energy, Inc. shares in Q1 2014, an estimated $4.45M.
  • Waverton Investment Management first reported a position in Jones Energy, Inc. in Q4 2013 and held it in 1 quarter.
  • Waverton Investment Management's Jones Energy, Inc. position peaked at $4.45M in Q4 2013.
  • 65 funds tracked by Wall St. Rank held Jones Energy, Inc. as of Q1 2014.

Based on Waverton Investment Management's 13F filing for Q1 2014, filed 24 Apr 2014.