Gemmer Asset Management’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-589
| Closed | -$12K | – | 1434 |
|
|
2018
Q1 | $12K | Hold |
589
| – | – | ﹤0.01% | 606 |
|
|
2017
Q4 | $14K | Hold |
589
| – | – | ﹤0.01% | 572 |
|
|
2017
Q3 | $13K | Hold |
589
| – | – | ﹤0.01% | 553 |
|
|
2017
Q2 | $14K | Hold |
589
| – | – | 0.01% | 504 |
|
|
2017
Q1 | $14K | Hold |
589
| – | – | 0.01% | 507 |
|
|
2016
Q4 | $12K | Buy |
589
+143
| +32% | +$2.91K | 0.01% | 532 |
|
|
2016
Q3 | $8K | Buy |
446
+65
| +17% | +$1.17K | ﹤0.01% | 697 |
|
|
2016
Q2 | $6K | Hold |
381
| – | – | ﹤0.01% | 787 |
|
|
2016
Q1 | $5K | Buy |
381
+56
| +17% | +$735 | ﹤0.01% | 820 |
|
|
2015
Q4 | $5K | Sell |
325
-229
| -41% | -$3.52K | ﹤0.01% | 846 |
|
|
2015
Q3 | $10K | Sell |
554
-31
| -5% | -$560 | 0.01% | 551 |
|
|
2015
Q2 | $13K | Sell |
585
-5
| -0.8% | -$111 | 0.01% | 484 |
|
|
2015
Q1 | $12K | Buy |
590
+36
| +6% | +$732 | 0.01% | 528 |
|
|
2014
Q4 | $11K | Hold |
554
| – | – | 0.01% | 539 |
|
|
2014
Q3 | $12K | Hold |
554
| – | – | 0.01% | 487 |
|
|
2014
Q2 | $13K | Buy |
+554
| New | +$13K | 0.01% | 477 |
|