Ada Investment Management’s Jefferies Financial Group JEF Stock Holding History

Ada Investment Management’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 Q4	$739K	Buy	+47,489	New	+$794K	0.5%	31

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Ada Investment Management's JEF Position: Q4 2015 in Review

Ada Investment Management opened a new position in Jefferies Financial Group (JEF) in Q4 2015: 47,489 shares worth $739K. The stake represents 0.5% of the portfolio and ranks #31 among its holdings.

423 funds tracked by Wall St. Rank hold JEF as of Q4 2015.

Ada Investment Management held 47,489 shares of Jefferies Financial Group worth $739K as of Q4 2015.
Jefferies Financial Group was a new Ada Investment Management position in Q4 2015.
Jefferies Financial Group made up 0.5% of Ada Investment Management's portfolio in Q4 2015, its #31 holding.
423 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.