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Foster Dykema Cabot & Co’s Jefferies Financial Group JEF Stock Holding History

Foster Dykema Cabot & Co’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
-25,471
Closed -$638K – 90
2014
Q1 		$638K Hold
25,471
– – 0.16% 47
2013
Q4 		$646K Hold
25,471
– – 0.17% 49
2013
Q3 		$621K Sell
25,471
-7,037
-22% -$168K 0.18% 50
2013
Q2 		$763K Buy
+32,508
New +$854K 0.23% 43

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 $1.49B 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

Foster Dykema Cabot & Co's JEF Position: Q2 2014 in Review

Foster Dykema Cabot & Co sold out of Jefferies Financial Group (JEF) in Q2 2014, closing a stake of 25,471 shares — an estimated $638K sold.

Foster Dykema Cabot & Co first reported a position in JEF in Q2 2013 and held it in 4 quarters. The position peaked at $763K in Q2 2013. 424 funds tracked by Wall St. Rank hold JEF as of Q2 2014.

  • Foster Dykema Cabot & Co reported no remaining Jefferies Financial Group position as of Q2 2014 after selling out during the quarter.
  • Foster Dykema Cabot & Co sold 25,471 Jefferies Financial Group shares in Q2 2014, an estimated $638K.
  • Foster Dykema Cabot & Co first reported a position in Jefferies Financial Group in Q2 2013 and held it in 4 quarters.
  • Foster Dykema Cabot & Co's Jefferies Financial Group position peaked at $763K in Q2 2013.
  • 424 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2014.

Based on Foster Dykema Cabot & Co's 13F filing for Q2 2014, filed 29 Jul 2014.