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Douglass Winthrop Advisors’s Jefferies Financial Group JEF Stock Holding History

Douglass Winthrop Advisors’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
2014
Q2 		– Sell
-9,127
Closed -$229K – 195
2014
Q1 		$229K Sell
9,127
-292,477
-97% -$7.22M 0.02% 176
2013
Q4 		$7.65M Buy
301,604
+5,157
+2% +$130K 0.79% 38
2013
Q3 		$7.23M Buy
296,447
+19,055
+7% +$456K 0.84% 37
2013
Q2 		$6.51M Buy
+277,392
New +$7.29M 0.79% 37

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Douglass Winthrop Advisors's JEF Position: Q2 2014 in Review

Douglass Winthrop Advisors sold out of Jefferies Financial Group (JEF) in Q2 2014, closing a stake of 9,127 shares — an estimated $229K sold.

Douglass Winthrop Advisors first reported a position in JEF in Q2 2013 and held it in 4 quarters. The position peaked at $7.65M in Q4 2013. 424 funds tracked by Wall St. Rank hold JEF as of Q2 2014.

  • Douglass Winthrop Advisors reported no remaining Jefferies Financial Group position as of Q2 2014 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 9,127 Jefferies Financial Group shares in Q2 2014, an estimated $229K.
  • Douglass Winthrop Advisors first reported a position in Jefferies Financial Group in Q2 2013 and held it in 4 quarters.
  • Douglass Winthrop Advisors's Jefferies Financial Group position peaked at $7.65M in Q4 2013.
  • 424 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2014.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2014, filed 17 Jul 2014.