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McNamara Financial Services’s Jefferies Financial Group JEF Stock Holding History

McNamara Financial Services’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
Q1 		– Sell
-1,575
Closed -$32K – 112
2014
Q4 		$32K Buy
+1,575
New +$32.5K 0.03% 102

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FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

McNamara Financial Services's JEF Position: Q1 2015 in Review

McNamara Financial Services sold out of Jefferies Financial Group (JEF) in Q1 2015, closing a stake of 1,575 shares — an estimated $32K sold.

McNamara Financial Services first reported a position in JEF in Q4 2014 and held it in 1 quarter. The position peaked at $32K in Q4 2014. 423 funds tracked by Wall St. Rank hold JEF as of Q1 2015.

  • McNamara Financial Services reported no remaining Jefferies Financial Group position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 1,575 Jefferies Financial Group shares in Q1 2015, an estimated $32K.
  • McNamara Financial Services first reported a position in Jefferies Financial Group in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's Jefferies Financial Group position peaked at $32K in Q4 2014.
  • 423 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.