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Endex Capital Management’s Jefferies Financial Group JEF Stock Holding History

Endex Capital 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
2013
Q4 		$55K Hold
2,184
– – 0.05% 293
2013
Q3 		$53K Hold
2,184
– – 0.05% 291
2013
Q2 		$51K Buy
+2,184
New +$57.4K 0.05% 290

Other funds holding JEF

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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
HK
Horizon Kinetics New York $3.06B AUM 5.37% 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 $4.85B AUM 9.66% 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
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Endex Capital Management's JEF Position: Q4 2013 in Review

Endex Capital Management held its Jefferies Financial Group (JEF) position steady in Q4 2013 at 2,184 shares worth $55K. The position accounts for 0.05% of the portfolio, ranked #293.

Endex Capital Management first reported a position in JEF in Q2 2013 and has held it in 3 quarters since. 444 funds tracked by Wall St. Rank hold JEF as of Q4 2013.

  • Endex Capital Management held 2,184 shares of Jefferies Financial Group worth $55K as of Q4 2013.
  • Endex Capital Management left its Jefferies Financial Group share count unchanged in Q4 2013.
  • Jefferies Financial Group made up 0.05% of Endex Capital Management's portfolio in Q4 2013, its #293 holding.
  • Endex Capital Management first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 3 quarters since.
  • 444 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.