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Dowling & Yahnke’s Jefferies Financial Group JEF Stock Holding History

Dowling & Yahnke’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
Q1 		– Sell
-7,971
Closed -$202K – 276
2013
Q4 		$202K Buy
+7,971
New +$202K 0.03% 244

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 $1.51B AUM 28.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Dowling & Yahnke's JEF Position: Q1 2014 in Review

Dowling & Yahnke sold out of Jefferies Financial Group (JEF) in Q1 2014, closing a stake of 7,971 shares — an estimated $202K sold.

Dowling & Yahnke first reported a position in JEF in Q4 2013 and held it in 1 quarter. The position peaked at $202K in Q4 2013. 422 funds tracked by Wall St. Rank hold JEF as of Q1 2014.

  • Dowling & Yahnke reported no remaining Jefferies Financial Group position as of Q1 2014 after selling out during the quarter.
  • Dowling & Yahnke sold 7,971 Jefferies Financial Group shares in Q1 2014, an estimated $202K.
  • Dowling & Yahnke first reported a position in Jefferies Financial Group in Q4 2013 and held it in 1 quarter.
  • Dowling & Yahnke's Jefferies Financial Group position peaked at $202K in Q4 2013.
  • 422 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2014.

Based on Dowling & Yahnke's 13F filing for Q1 2014, filed 6 May 2014.