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Jefferies Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

Jefferies Group’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-162
Closed -$3K – 2115
2013
Q4 		$3K Hold
162
– – ﹤0.01% 1834
2013
Q3 		$3K Buy
+162
New +$3.16K ﹤0.01% 1862

Other funds holding EPS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jefferies Group's EPS Position: Q1 2014 in Review

Jefferies Group sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2014, closing a stake of 162 shares — an estimated $3K sold.

Jefferies Group first reported a position in EPS in Q3 2013 and held it in 2 quarters. The position peaked at $3K in Q4 2013. 29 funds tracked by Wall St. Rank hold EPS as of Q1 2014.

  • Jefferies Group reported no remaining WisdomTree US LargeCap Fund position as of Q1 2014 after selling out during the quarter.
  • Jefferies Group sold 162 WisdomTree US LargeCap Fund shares in Q1 2014, an estimated $3K.
  • Jefferies Group first reported a position in WisdomTree US LargeCap Fund in Q3 2013 and held it in 2 quarters.
  • Jefferies Group's WisdomTree US LargeCap Fund position peaked at $3K in Q4 2013.
  • 29 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2014.

Based on Jefferies Group's 13F filing for Q1 2014, filed 16 May 2014.