Wellington Management Group
JONE

Wellington Management Group’s Jones Energy, Inc. JONE Stock Holding History

Wellington Management Group’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
2017
Q2 		– Sell
-72,417
Closed -$3.69M – 2361
2017
Q1 		$3.69M Buy
72,417
+55,903
+339% +$3.97M ﹤0.01% 1545
2016
Q4 		$1.52M Buy
+16,514
New +$1.34M ﹤0.01% 1764
2015
Q2 		– Sell
-28,107
Closed -$4.64M – 2272
2015
Q1 		$4.64M Sell
28,107
-3,503
-11% -$616K ﹤0.01% 1474
2014
Q4 		$6.63M Buy
31,610
+5,046
+19% +$1.14M ﹤0.01% 1353
2014
Q3 		$9.18M Sell
26,564
-1,065
-4% -$366K ﹤0.01% 1269
2014
Q2 		$10.4M Sell
27,629
-19,604
-42% -$6.05M ﹤0.01% 1238
2014
Q1 		$13.2M Sell
47,233
-2,110
-4% -$594K ﹤0.01% 1165
2013
Q4 		$13.1M Buy
49,343
+8,972
+22% +$2.52M ﹤0.01% 1153
2013
Q3 		$12.2M Buy
+40,371
New +$11.1M ﹤0.01% 1164

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $582M AUM 22.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Wellington Management Group's JONE Position: Q2 2017 in Review

Wellington Management Group sold out of Jones Energy, Inc. (JONE) in Q2 2017, closing a stake of 72,417 shares — an estimated $3.69M sold.

Wellington Management Group first reported a position in JONE in Q3 2013 and held it in 9 quarters. The position peaked at $13.2M in Q1 2014. 88 funds tracked by Wall St. Rank hold JONE as of Q2 2017.

  • Wellington Management Group reported no remaining Jones Energy, Inc. position as of Q2 2017 after selling out during the quarter.
  • Wellington Management Group sold 72,417 Jones Energy, Inc. shares in Q2 2017, an estimated $3.69M.
  • Wellington Management Group first reported a position in Jones Energy, Inc. in Q3 2013 and held it in 9 quarters.
  • Wellington Management Group's Jones Energy, Inc. position peaked at $13.2M in Q1 2014.
  • 88 funds tracked by Wall St. Rank held Jones Energy, Inc. as of Q2 2017.

Based on Wellington Management Group's 13F filing for Q2 2017, filed 14 Aug 2017.