B
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Barings’s Jefferies Financial Group JEF Stock Holding History

Barings’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
2016
Q1 		– Sell
-38,587
Closed -$601K – 959
2015
Q4 		$601K Hold
38,587
– – 0.03% 604
2015
Q3 		$700K Sell
38,587
-2,234
-5% -$44.9K 0.03% 551
2015
Q2 		$887K Hold
40,821
– – 0.03% 547
2015
Q1 		$814K Hold
40,821
– – 0.03% 566
2014
Q4 		$819K Sell
40,821
-440
-1% -$9.08K 0.03% 521
2014
Q3 		$881K Hold
41,261
– – 0.03% 506
2014
Q2 		$968K Hold
41,261
– – 0.03% 510
2014
Q1 		$1.03M Hold
41,261
– – 0.04% 457
2013
Q4 		$1.05M Hold
41,261
– – 0.04% 405
2013
Q3 		$1.01M Sell
41,261
-284
-0.7% -$6.8K 0.04% 420
2013
Q2 		$975K Buy
+41,545
New +$1.09M 0.04% 424

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 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
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
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 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
SCM
Scopia Capital Management New York $144M AUM 25.93% 1-Year Est. Return