Columbia Wanger Asset Management’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-4,218,567
| Closed | -$65.7M | – | 195 |
|
2015
Q4 | $65.7M | Sell |
4,218,567
-612,145
| -13% | -$9.53M | 0.66% | 55 |
|
2015
Q3 | $87.6M | Sell |
4,830,712
-212,494
| -4% | -$3.85M | 0.7% | 49 |
|
2015
Q2 | $110M | Buy |
5,043,206
+205,930
| +4% | +$4.48M | 0.7% | 41 |
|
2015
Q1 | $96.5M | Buy |
4,837,276
+557,447
| +13% | +$11.1M | 0.52% | 68 |
|
2014
Q4 | $85.9M | Buy |
4,279,829
+815,057
| +24% | +$16.4M | 0.43% | 72 |
|
2014
Q3 | $73.9M | Hold |
3,464,772
| – | – | 0.34% | 102 |
|
2014
Q2 | $81.3M | Hold |
3,464,772
| – | – | 0.33% | 108 |
|
2014
Q1 | $86.8M | Hold |
3,464,772
| – | – | 0.34% | 99 |
|
2013
Q4 | $87.9M | Sell |
3,464,772
-165,335
| -5% | -$4.19M | 0.34% | 105 |
|
2013
Q3 | $88.5M | Hold |
3,630,107
| – | – | 0.36% | 98 |
|
2013
Q2 | $85.2M | Buy |
+3,630,107
| New | +$85.2M | 0.37% | 87 |
|