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Farley Capital’s Jefferies Financial Group JEF Stock Holding History

Farley Capital’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
Q4 		– Sell
-10,459
Closed -$223K – 17
2014
Q3 		$223K Sell
10,459
-2,947
-22% -$66.4K 0.15% 14
2014
Q2 		$315K Buy
+13,406
New +$311K 0.2% 14

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 16.26% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Farley Capital's JEF Position: Q4 2014 in Review

Farley Capital sold out of Jefferies Financial Group (JEF) in Q4 2014, closing a stake of 10,459 shares — an estimated $223K sold.

Farley Capital first reported a position in JEF in Q2 2014 and held it in 2 quarters. The position peaked at $315K in Q2 2014. 429 funds tracked by Wall St. Rank hold JEF as of Q4 2014.

  • Farley Capital reported no remaining Jefferies Financial Group position as of Q4 2014 after selling out during the quarter.
  • Farley Capital sold 10,459 Jefferies Financial Group shares in Q4 2014, an estimated $223K.
  • Farley Capital first reported a position in Jefferies Financial Group in Q2 2014 and held it in 2 quarters.
  • Farley Capital's Jefferies Financial Group position peaked at $315K in Q2 2014.
  • 429 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2014.

Based on Farley Capital's 13F filing for Q4 2014, filed 13 Feb 2015.