Boston Private Bank & Trust’s Jefferies Financial Group JEF Stock Holding History

Boston Private Bank & Trust’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 Q1	$87K	Hold	4,364	–	–	﹤0.01%	490
2014 Q4	$88K	Hold	4,364	–	–	﹤0.01%	487
2014 Q3	$93K	Hold	4,364	–	–	﹤0.01%	488
2014 Q2	$102K	Hold	4,364	–	–	﹤0.01%	471
2014 Q1	$109K	Hold	4,364	–	–	0.01%	473
2013 Q4	$111K	Hold	4,364	–	–	0.01%	469
2013 Q3	$106K	Hold	4,364	–	–	0.01%	464
2013 Q2	$102K	Buy	+4,364	New	+$115K	0.01%	452

Other funds holding JEF

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

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

FCM

Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

BMO

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

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

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

Boston Private Bank & Trust's JEF Position: Q1 2015 in Review

Boston Private Bank & Trust held its Jefferies Financial Group (JEF) position steady in Q1 2015 at 4,364 shares worth $87K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Boston Private Bank & Trust first reported a position in JEF in Q2 2013 and has held it in 8 quarters since. The position peaked at $111K in Q4 2013. 423 funds tracked by Wall St. Rank hold JEF as of Q1 2015.

Boston Private Bank & Trust held 4,364 shares of Jefferies Financial Group worth $87K as of Q1 2015.
Boston Private Bank & Trust left its Jefferies Financial Group share count unchanged in Q1 2015.
Jefferies Financial Group made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #490 holding.
Boston Private Bank & Trust first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Jefferies Financial Group position peaked at $111K in Q4 2013.
423 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.