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Merion Investment Management’s Jefferies Financial Group JEF Stock Holding History

Merion Investment Management’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
-4,469
Closed -$112K – 20
2014
Q1 		$112K Buy
+4,469
New +$110K 1.78% 17

Other funds holding JEF

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FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $4.85B AUM 9.66% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Merion Investment Management's JEF Position: Q2 2014 in Review

Merion Investment Management sold out of Jefferies Financial Group (JEF) in Q2 2014, closing a stake of 4,469 shares — an estimated $112K sold.

Merion Investment Management first reported a position in JEF in Q1 2014 and held it in 1 quarter. The position peaked at $112K in Q1 2014. 424 funds tracked by Wall St. Rank hold JEF as of Q2 2014.

  • Merion Investment Management reported no remaining Jefferies Financial Group position as of Q2 2014 after selling out during the quarter.
  • Merion Investment Management sold 4,469 Jefferies Financial Group shares in Q2 2014, an estimated $112K.
  • Merion Investment Management first reported a position in Jefferies Financial Group in Q1 2014 and held it in 1 quarter.
  • Merion Investment Management's Jefferies Financial Group position peaked at $112K in Q1 2014.
  • 424 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2014.

Based on Merion Investment Management's 13F filing for Q2 2014, filed 14 Aug 2014.