Kavar Capital Partners Group’s Jefferies Financial Group JEF Stock Holding History

Kavar Capital Partners Group’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 Q4	–	Sell	-2,346	Closed	-$42K	–	506
2015 Q3	$42K	Hold	2,346	–	–	0.03%	180
2015 Q2	$50K	Buy	+2,346	New	+$50.1K	0.03%	179
2014 Q2	–	Sell	-3,463	Closed	-$86K	–	292
2014 Q1	$86K	Hold	3,463	–	–	0.07%	165
2013 Q4	$87K	Buy	+3,463	New	+$87.6K	0.08%	157

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

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

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

SCM

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

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Kavar Capital Partners Group's JEF Position: Q4 2015 in Review

Kavar Capital Partners Group sold out of Jefferies Financial Group (JEF) in Q4 2015, closing a stake of 2,346 shares — an estimated $42K sold.

Kavar Capital Partners Group first reported a position in JEF in Q4 2013 and held it in 4 quarters. The position peaked at $87K in Q4 2013. 423 funds tracked by Wall St. Rank hold JEF as of Q4 2015.

Kavar Capital Partners Group reported no remaining Jefferies Financial Group position as of Q4 2015 after selling out during the quarter.
Kavar Capital Partners Group sold 2,346 Jefferies Financial Group shares in Q4 2015, an estimated $42K.
Kavar Capital Partners Group first reported a position in Jefferies Financial Group in Q4 2013 and held it in 4 quarters.
Kavar Capital Partners Group's Jefferies Financial Group position peaked at $87K in Q4 2013.
423 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2015.

Based on Kavar Capital Partners Group's 13F filing for Q4 2015, filed 1 May 2019.