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Hutchens Investment Management’s Jefferies Financial Group JEF Stock Holding History

Hutchens Investment 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
2015
Q1 		– Sell
-1,575
Closed -$32K – 112
2014
Q4 		$32K Buy
+1,575
New +$32.5K 0.03% 102

Other funds holding JEF

Vanguard Group
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Hutchens Investment Management's JEF Position: Q1 2015 in Review

Hutchens Investment Management sold out of Jefferies Financial Group (JEF) in Q1 2015, closing a stake of 1,575 shares — an estimated $32K sold.

Hutchens Investment Management first reported a position in JEF in Q4 2014 and held it in 1 quarter. The position peaked at $32K in Q4 2014. 423 funds tracked by Wall St. Rank hold JEF as of Q1 2015.

  • Hutchens Investment Management reported no remaining Jefferies Financial Group position as of Q1 2015 after selling out during the quarter.
  • Hutchens Investment Management sold 1,575 Jefferies Financial Group shares in Q1 2015, an estimated $32K.
  • Hutchens Investment Management first reported a position in Jefferies Financial Group in Q4 2014 and held it in 1 quarter.
  • Hutchens Investment Management's Jefferies Financial Group position peaked at $32K in Q4 2014.
  • 423 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2015.

Based on Hutchens Investment Management's 13F filing for Q1 2015, filed 15 May 2015.