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

Ivory 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
2013
Q3 		– Sell
-28,958
Closed -$680K – 187
2013
Q2 		$680K Buy
+28,958
New +$761K 0.03% 167

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 $1.51B AUM 28.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Ivory Investment Management's JEF Position: Q3 2013 in Review

Ivory Investment Management sold out of Jefferies Financial Group (JEF) in Q3 2013, closing a stake of 28,958 shares — an estimated $680K sold.

Ivory Investment Management first reported a position in JEF in Q2 2013 and held it in 1 quarter. The position peaked at $680K in Q2 2013. 429 funds tracked by Wall St. Rank hold JEF as of Q3 2013.

  • Ivory Investment Management reported no remaining Jefferies Financial Group position as of Q3 2013 after selling out during the quarter.
  • Ivory Investment Management sold 28,958 Jefferies Financial Group shares in Q3 2013, an estimated $680K.
  • Ivory Investment Management first reported a position in Jefferies Financial Group in Q2 2013 and held it in 1 quarter.
  • Ivory Investment Management's Jefferies Financial Group position peaked at $680K in Q2 2013.
  • 429 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2013.

Based on Ivory Investment Management's 13F filing for Q3 2013, filed 13 Nov 2013.