Mad River Investors’s Jefferies Financial Group JEF Stock Holding History

Mad River Investors’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
2014 Q2	–	Sell	-109,180	Closed	-$2.74M	–	36
2014 Q1	$2.74M	Sell	109,180 -99,453	-48%	-$2.45M	2.09%	20
2013 Q4	$5.29M	Buy	208,633 +56,784	+37%	+$1.44M	3.94%	10
2013 Q3	$3.7M	Buy	151,849 +3,519	+2%	+$84.3K	2.94%	13
2013 Q2	$3.48M	Buy	+148,330	New	+$3.9M	3.05%	12

Other funds holding JEF

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

FCM

Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

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

BMO

Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

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

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Mad River Investors's JEF Position: Q2 2014 in Review

Mad River Investors sold out of Jefferies Financial Group (JEF) in Q2 2014, closing a stake of 109,180 shares — an estimated $2.74M sold.

Mad River Investors first reported a position in JEF in Q2 2013 and held it in 4 quarters. The position peaked at $5.29M in Q4 2013. 424 funds tracked by Wall St. Rank hold JEF as of Q2 2014.

Mad River Investors reported no remaining Jefferies Financial Group position as of Q2 2014 after selling out during the quarter.
Mad River Investors sold 109,180 Jefferies Financial Group shares in Q2 2014, an estimated $2.74M.
Mad River Investors first reported a position in Jefferies Financial Group in Q2 2013 and held it in 4 quarters.
Mad River Investors's Jefferies Financial Group position peaked at $5.29M in Q4 2013.
424 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2014.

Based on Mad River Investors's 13F filing for Q2 2014, filed 13 Aug 2014.