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Equitec Proprietary Markets’s Jefferies Financial Group JEF Stock Holding History

Equitec Proprietary Markets’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
2015
Q1 		– Sell
-3,195
Closed -$64K – 347
2014
Q4 		$64K Buy
+3,195
New +$65.9K ﹤0.01% 565

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $3.38T AUM 44.17% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Equitec Proprietary Markets's JEF Position: Q1 2015 in Review

Equitec Proprietary Markets sold out of Jefferies Financial Group (JEF) in Q1 2015, closing a stake of 3,195 shares — an estimated $64K sold.

Equitec Proprietary Markets first reported a position in JEF in Q4 2014 and held it in 1 quarter. The position peaked at $64K in Q4 2014. 423 funds tracked by Wall St. Rank hold JEF as of Q1 2015.

  • Equitec Proprietary Markets reported no remaining Jefferies Financial Group position as of Q1 2015 after selling out during the quarter.
  • Equitec Proprietary Markets sold 3,195 Jefferies Financial Group shares in Q1 2015, an estimated $64K.
  • Equitec Proprietary Markets first reported a position in Jefferies Financial Group in Q4 2014 and held it in 1 quarter.
  • Equitec Proprietary Markets's Jefferies Financial Group position peaked at $64K in Q4 2014.
  • 423 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2015.

Based on Equitec Proprietary Markets's 13F filing for Q1 2015, filed 7 May 2015.