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Achievement Holdings’s Jefferies Financial Group JEF Stock Holding History

Achievement Holdings’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-29,604
Closed -$591 – 256
2015
Q1 		$591 Sell
29,604
-4,804
-14% -$99.3K 0.02% 176
2014
Q4 		$691K Buy
+34,408
New +$710K 0.02% 184

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

Achievement Holdings's JEF Position: Q2 2015 in Review

Achievement Holdings sold out of Jefferies Financial Group (JEF) in Q2 2015, closing a stake of 29,604 shares — an estimated $591 sold.

Achievement Holdings first reported a position in JEF in Q4 2014 and held it in 2 quarters. The position peaked at $691K in Q4 2014. 431 funds tracked by Wall St. Rank hold JEF as of Q2 2015.

  • Achievement Holdings reported no remaining Jefferies Financial Group position as of Q2 2015 after selling out during the quarter.
  • Achievement Holdings sold 29,604 Jefferies Financial Group shares in Q2 2015, an estimated $591.
  • Achievement Holdings first reported a position in Jefferies Financial Group in Q4 2014 and held it in 2 quarters.
  • Achievement Holdings's Jefferies Financial Group position peaked at $691K in Q4 2014.
  • 431 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2015.

Based on Achievement Holdings's 13F filing for Q2 2015, filed 14 Aug 2015.