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Fiduciary Trust International’s Jefferies Financial Group JEF Stock Holding History

Fiduciary Trust International’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
Q2 		– Sell
-8,483
Closed -$213K – 134
2014
Q1 		$213K Hold
8,483
– – 0.06% 138
2013
Q4 		$215K Hold
8,483
– – 0.06% 117
2013
Q3 		$207K Buy
+8,483
New +$203K 0.07% 126

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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
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 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
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Fiduciary Trust International's JEF Position: Q2 2014 in Review

Fiduciary Trust International sold out of Jefferies Financial Group (JEF) in Q2 2014, closing a stake of 8,483 shares — an estimated $213K sold.

Fiduciary Trust International first reported a position in JEF in Q3 2013 and held it in 3 quarters. The position peaked at $215K in Q4 2013. 424 funds tracked by Wall St. Rank hold JEF as of Q2 2014.

  • Fiduciary Trust International reported no remaining Jefferies Financial Group position as of Q2 2014 after selling out during the quarter.
  • Fiduciary Trust International sold 8,483 Jefferies Financial Group shares in Q2 2014, an estimated $213K.
  • Fiduciary Trust International first reported a position in Jefferies Financial Group in Q3 2013 and held it in 3 quarters.
  • Fiduciary Trust International's Jefferies Financial Group position peaked at $215K in Q4 2013.
  • 424 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2014.

Based on Fiduciary Trust International's 13F filing for Q2 2014, filed 14 Jul 2014.