CWAM
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Columbia Wanger Asset Management’s Jefferies Financial Group JEF Stock Holding History

Columbia Wanger Asset 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
2016
Q1 		– Sell
-4,218,567
Closed -$65.7M – 195
2015
Q4 		$65.7M Sell
4,218,567
-612,145
-13% -$10.2M 0.66% 55
2015
Q3 		$87.6M Sell
4,830,712
-212,494
-4% -$4.27M 0.7% 49
2015
Q2 		$110M Buy
5,043,206
+205,930
+4% +$4.4M 0.7% 41
2015
Q1 		$96.5M Buy
4,837,276
+557,447
+13% +$11.5M 0.52% 68
2014
Q4 		$85.9M Buy
4,279,829
+815,057
+24% +$16.8M 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% -$4.18M 0.34% 105
2013
Q3 		$88.5M Hold
3,630,107
– – 0.36% 98
2013
Q2 		$85.2M Buy
+3,630,107
New +$95.4M 0.37% 87

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 $7.13B AUM 21.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SCM
Scopia Capital Management New York $144M AUM 25.93% 1-Year Est. Return