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Loeb Partners Corp’s Jefferies Financial Group JEF Stock Holding History

Loeb Partners Corp’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
Q4 		– Sell
-8,825
Closed -$215K – 196
2013
Q3 		$215K Sell
8,825
-7,932
-47% -$190K 0.07% 168
2013
Q2 		$393K Buy
+16,757
New +$440K 0.14% 126

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HK
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BMO
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Principal Financial Group
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First Manhattan
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TAM
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Loeb Partners Corp's JEF Position: Q4 2013 in Review

Loeb Partners Corp sold out of Jefferies Financial Group (JEF) in Q4 2013, closing a stake of 8,825 shares — an estimated $215K sold.

Loeb Partners Corp first reported a position in JEF in Q2 2013 and held it in 2 quarters. The position peaked at $393K in Q2 2013. 444 funds tracked by Wall St. Rank hold JEF as of Q4 2013.

  • Loeb Partners Corp reported no remaining Jefferies Financial Group position as of Q4 2013 after selling out during the quarter.
  • Loeb Partners Corp sold 8,825 Jefferies Financial Group shares in Q4 2013, an estimated $215K.
  • Loeb Partners Corp first reported a position in Jefferies Financial Group in Q2 2013 and held it in 2 quarters.
  • Loeb Partners Corp's Jefferies Financial Group position peaked at $393K in Q2 2013.
  • 444 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2013.

Based on Loeb Partners Corp's 13F filing for Q4 2013, filed 13 Feb 2014.