CIM
Corda Investment Management’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q1 | – | Sell |
-293,101
| Closed | -$8.31M | – | 49 |
|
|
2013
Q4 | $8.31M | Sell |
293,101
-56,296
| -16% | -$1.6M | 2% | 20 |
|
|
2013
Q3 | $9.52M | Sell |
349,397
-26,331
| -7% | -$717K | 2.6% | 15 |
|
|
2013
Q2 | $9.85M | Buy |
+375,728
| New | +$9.85M | 3.35% | 13 |
|