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Calvert Investment Management’s Jefferies Financial Group JEF Stock Holding History

Calvert Investment Management’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
2017
Q1 		– Sell
-26,170
Closed -$545K – 309
2016
Q4 		$545K Sell
26,170
-3,556
-12% -$66.4K 0.02% 523
2016
Q3 		$507K Buy
29,726
+180
+0.6% +$2.98K 0.02% 526
2016
Q2 		$458K Buy
29,546
+562
+2% +$8.58K 0.02% 527
2016
Q1 		$420K Buy
28,984
+2,514
+9% +$35.4K 0.02% 522
2015
Q4 		$412K Buy
26,470
+8,497
+47% +$142K 0.02% 497
2015
Q3 		$326K Buy
17,973
+950
+6% +$19.1K 0.02% 444
2015
Q2 		$370K Buy
+17,023
New +$364K 0.02% 438

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 $7.14B AUM 21.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Calvert Investment Management's JEF Position: Q1 2017 in Review

Calvert Investment Management sold out of Jefferies Financial Group (JEF) in Q1 2017, closing a stake of 26,170 shares — an estimated $545K sold.

Calvert Investment Management first reported a position in JEF in Q2 2015 and held it in 7 quarters. The position peaked at $545K in Q4 2016. 447 funds tracked by Wall St. Rank hold JEF as of Q1 2017.

  • Calvert Investment Management reported no remaining Jefferies Financial Group position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 26,170 Jefferies Financial Group shares in Q1 2017, an estimated $545K.
  • Calvert Investment Management first reported a position in Jefferies Financial Group in Q2 2015 and held it in 7 quarters.
  • Calvert Investment Management's Jefferies Financial Group position peaked at $545K in Q4 2016.
  • 447 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.