JG
RATE

Jefferies Group’s Bankrate Inc RATE Stock Holding History

Jefferies Group’s Portfolio RATE Stock Details RATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-10,700
Closed -$103K – 2801
2017
Q1 		$103K Buy
+10,700
New +$116K ﹤0.01% 2129
2016
Q1 		– Sell
-16,341
Closed -$217K – 2768
2015
Q4 		$217K Buy
+16,341
New +$216K ﹤0.01% 1906
2015
Q1 		– Sell
-22,884
Closed -$284K – 2555
2014
Q4 		$284K Sell
22,884
-11,116
-33% -$126K ﹤0.01% 1570
2014
Q3 		$386K Buy
+34,000
New +$515K ﹤0.01% 1455
2014
Q2 		– Sell
-12,018
Closed -$204K – 2535
2014
Q1 		$204K Buy
+12,018
New +$210K ﹤0.01% 1727
2013
Q3 		– Sell
-11,944
Closed -$172K – 2334
2013
Q2 		$172K Buy
+11,944
New +$165K ﹤0.01% 1566

Other funds holding RATE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

Jefferies Group's RATE Position: Q2 2017 in Review

Jefferies Group sold out of Bankrate Inc (RATE) in Q2 2017, closing a stake of 10,700 shares — an estimated $103K sold.

Jefferies Group first reported a position in RATE in Q2 2013 and held it in 6 quarters. The position peaked at $386K in Q3 2014. 122 funds tracked by Wall St. Rank hold RATE as of Q2 2017.

  • Jefferies Group reported no remaining Bankrate Inc position as of Q2 2017 after selling out during the quarter.
  • Jefferies Group sold 10,700 Bankrate Inc shares in Q2 2017, an estimated $103K.
  • Jefferies Group first reported a position in Bankrate Inc in Q2 2013 and held it in 6 quarters.
  • Jefferies Group's Bankrate Inc position peaked at $386K in Q3 2014.
  • 122 funds tracked by Wall St. Rank held Bankrate Inc as of Q2 2017.

Based on Jefferies Group's 13F filing for Q2 2017, filed 14 Aug 2017.