BBI
JEF icon

Baxter Bros Inc’s Jefferies Financial Group JEF Stock Holding History

Baxter Bros Inc’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 		– Sell
-10,166
Closed -$217K – 116
2014
Q3 		$217K Hold
10,166
– – 0.08% 103
2014
Q2 		$239K Hold
10,166
– – 0.1% 96
2014
Q1 		$255K Buy
+10,166
New +$251K 0.12% 84

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $5.13B AUM 11.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Baxter Bros Inc's JEF Position: Q4 2014 in Review

Baxter Bros Inc sold out of Jefferies Financial Group (JEF) in Q4 2014, closing a stake of 10,166 shares — an estimated $217K sold.

Baxter Bros Inc first reported a position in JEF in Q1 2014 and held it in 3 quarters. The position peaked at $255K in Q1 2014. 429 funds tracked by Wall St. Rank hold JEF as of Q4 2014.

  • Baxter Bros Inc reported no remaining Jefferies Financial Group position as of Q4 2014 after selling out during the quarter.
  • Baxter Bros Inc sold 10,166 Jefferies Financial Group shares in Q4 2014, an estimated $217K.
  • Baxter Bros Inc first reported a position in Jefferies Financial Group in Q1 2014 and held it in 3 quarters.
  • Baxter Bros Inc's Jefferies Financial Group position peaked at $255K in Q1 2014.
  • 429 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2014.

Based on Baxter Bros Inc's 13F filing for Q4 2014, filed 22 Jan 2015.