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F&C Asset Management’s Jefferies Financial Group JEF Stock Holding History

F&C Asset 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
2014
Q1 		$737K Buy
29,397
+5,779
+24% +$143K 0.01% 605
2013
Q4 		$599K Buy
23,618
+1,451
+7% +$36.7K 0.01% 626
2013
Q3 		$540K Buy
22,167
+430
+2% +$10.3K 0.01% 642
2013
Q2 		$510K Buy
+21,737
New +$571K 0.01% 650

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

F&C Asset Management's JEF Position: Q1 2014 in Review

F&C Asset Management increased its Jefferies Financial Group (JEF) stake by 24% in Q1 2014, buying an estimated $143K and bringing the position to 29,397 shares worth $737K. The position accounts for 0.01% of the portfolio, ranked #605.

F&C Asset Management first reported a position in JEF in Q2 2013 and has held it in 4 quarters since. 422 funds tracked by Wall St. Rank hold JEF as of Q1 2014.

  • F&C Asset Management held 29,397 shares of Jefferies Financial Group worth $737K as of Q1 2014.
  • F&C Asset Management bought 5,779 Jefferies Financial Group shares in Q1 2014, an estimated $143K.
  • Jefferies Financial Group made up 0.01% of F&C Asset Management's portfolio in Q1 2014, its #605 holding.
  • F&C Asset Management first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 4 quarters since.
  • 422 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2014.

Based on F&C Asset Management's 13F filing for Q1 2014, filed 14 May 2014.