CVM
Cheviot Value Management’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-91,104
| Closed | -$2.39M | – | 35 |
|
|
2014
Q2 | $2.39M | Sell |
91,104
-9,735
| -10% | -$255K | 1.28% | 26 |
|
|
2014
Q1 | $2.82M | Sell |
100,839
-13,319
| -12% | -$373K | 1.56% | 21 |
|
|
2013
Q4 | $3.24M | Sell |
114,158
-9,225
| -7% | -$261K | 1.79% | 20 |
|
|
2013
Q3 | $3.36M | Sell |
123,383
-6,440
| -5% | -$175K | 1.85% | 16 |
|
|
2013
Q2 | $3.4M | Buy |
+129,823
| New | +$3.4M | 1.86% | 17 |
|