AMI Investment Management’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-171,552
| Closed | -$3.49M | – | 65 |
|
|
2018
Q2 | $3.49M | Buy |
171,552
+13,445
| +9% | +$274K | 1.85% | 20 |
|
|
2018
Q1 | $3.22M | Buy |
158,107
+19,047
| +14% | +$388K | 1.95% | 18 |
|
|
2017
Q4 | $3.3M | Buy |
139,060
+223
| +0.2% | +$5.29K | 1.97% | 18 |
|
|
2017
Q3 | $3.14M | Hold |
138,837
| – | – | 1.96% | 19 |
|
|
2017
Q2 | $3.25M | Sell |
138,837
-3,519
| -2% | -$82.4K | 2.11% | 20 |
|
|
2017
Q1 | $3.31M | Sell |
142,356
-530
| -0.4% | -$12.3K | 2.13% | 19 |
|
|
2016
Q4 | $2.97M | Hold |
142,886
| – | – | 1.97% | 21 |
|
|
2016
Q3 | $2.44M | Buy |
142,886
+614
| +0.4% | +$10.5K | 1.72% | 21 |
|
|
2016
Q2 | $2.21M | Buy |
142,272
+5,698
| +4% | +$88.4K | 1.63% | 25 |
|
|
2016
Q1 | $1.98M | Buy |
136,574
+3,267
| +2% | +$47.3K | 1.53% | 27 |
|
|
2015
Q4 | $2.08M | Sell |
133,307
-207
| -0.2% | -$3.22K | 1.64% | 27 |
|
|
2015
Q3 | $2.42M | Buy |
133,514
+8,507
| +7% | +$154K | 2.11% | 18 |
|
|
2015
Q2 | $2.72M | Sell |
125,007
-670
| -0.5% | -$14.6K | 2.25% | 16 |
|
|
2015
Q1 | $2.51M | Buy |
125,677
+503
| +0.4% | +$10K | 1.99% | 22 |
|
|
2014
Q4 | $2.51M | Buy |
+125,174
| New | +$2.51M | 2.05% | 19 |
|