Capital Research Global Investors’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
Q2 | – | Sell |
-4,437,232
| Closed | -$90.3M | – | 448 |
|
|
2018
Q1 | $90.3M | Sell |
4,437,232
-422,275
| -9% | -$8.59M | 0.03% | 299 |
|
|
2017
Q4 | $115M | Sell |
4,859,507
-3,857,769
| -44% | -$91.5M | 0.03% | 270 |
|
|
2017
Q3 | $197M | Hold |
8,717,276
| – | – | 0.06% | 228 |
|
|
2017
Q2 | $204M | Sell |
8,717,276
-668,043
| -7% | -$15.6M | 0.06% | 225 |
|
|
2017
Q1 | $218M | Hold |
9,385,319
| – | – | 0.07% | 218 |
|
|
2016
Q4 | $195M | Buy |
9,385,319
+3,857,770
| +70% | +$80.3M | 0.06% | 230 |
|
|
2016
Q3 | $94.2M | Hold |
5,527,549
| – | – | 0.03% | 275 |
|
|
2016
Q2 | $85.7M | Buy |
+5,527,549
| New | +$85.7M | 0.03% | 287 |
|
|
2014
Q2 | – | Sell |
-2,587,087
| Closed | -$64.8M | – | 442 |
|
|
2014
Q1 | $64.8M | Hold |
2,587,087
| – | – | 0.02% | 320 |
|
|
2013
Q4 | $65.6M | Sell |
2,587,087
-125,566
| -5% | -$3.19M | 0.02% | 314 |
|
|
2013
Q3 | $66.1M | Buy |
2,712,653
+144,037
| +6% | +$3.51M | 0.03% | 311 |
|
|
2013
Q2 | $60.3M | Buy |
+2,568,616
| New | +$60.3M | 0.03% | 306 |
|