JBF Capital’s Jefferies Financial Group JEF Stock Holding History

JBF Capital’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
2016 Q4	–	Sell	-22,789	Closed	-$388K	–	64
2016 Q3	$388K	Hold	22,789	–	–	0.05%	43
2016 Q2	$354K	Hold	22,789	–	–	0.04%	56
2016 Q1	$330K	Hold	22,789	–	–	0.04%	66
2015 Q4	$355K	Hold	22,789	–	–	0.04%	61
2015 Q3	$413K	Hold	22,789	–	–	0.06%	63
2015 Q2	$495K	Hold	22,789	–	–	0.07%	53
2015 Q1	$455K	Hold	22,789	–	–	0.06%	32
2014 Q4	$457K	Hold	22,789	–	–	0.07%	34
2014 Q3	$486K	Hold	22,789	–	–	0.07%	30
2014 Q2	$535K	Hold	22,789	–	–	0.08%	46
2014 Q1	$571K	Hold	22,789	–	–	0.09%	47
2013 Q4	$578K	Hold	22,789	–	–	0.09%	57
2013 Q3	$556K	Hold	22,789	–	–	0.1%	53
2013 Q2	$535K	Buy	+22,789	New	+$599K	0.1%	67

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

JBF Capital's JEF Position: Q4 2016 in Review

JBF Capital sold out of Jefferies Financial Group (JEF) in Q4 2016, closing a stake of 22,789 shares — an estimated $388K sold.

JBF Capital first reported a position in JEF in Q2 2013 and held it in 14 quarters. The position peaked at $578K in Q4 2013. 428 funds tracked by Wall St. Rank hold JEF as of Q4 2016.

JBF Capital reported no remaining Jefferies Financial Group position as of Q4 2016 after selling out during the quarter.
JBF Capital sold 22,789 Jefferies Financial Group shares in Q4 2016, an estimated $388K.
JBF Capital first reported a position in Jefferies Financial Group in Q2 2013 and held it in 14 quarters.
JBF Capital's Jefferies Financial Group position peaked at $578K in Q4 2013.
428 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2016.

Based on JBF Capital's 13F filing for Q4 2016, filed 10 Feb 2017.