Alpine Partners USVI’s Jefferies Financial Group JEF Stock Holding History

Alpine Partners USVI’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
2014 Q4	$231K	Buy	+11,489	New	+$237K	0.77%	60

Other funds holding JEF

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

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

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

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

BMO

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

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

Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

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

Alpine Partners USVI's JEF Position: Q4 2014 in Review

Alpine Partners USVI opened a new position in Jefferies Financial Group (JEF) in Q4 2014: 11,489 shares worth $231K. The stake represents 0.77% of the portfolio and ranks #60 among its holdings.

429 funds tracked by Wall St. Rank hold JEF as of Q4 2014.

Alpine Partners USVI held 11,489 shares of Jefferies Financial Group worth $231K as of Q4 2014.
Jefferies Financial Group was a new Alpine Partners USVI position in Q4 2014.
Jefferies Financial Group made up 0.77% of Alpine Partners USVI's portfolio in Q4 2014, its #60 holding.
429 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2014.

Based on Alpine Partners USVI's 13F filing for Q4 2014, filed 12 Feb 2015.