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

Moab Capital Partners’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
2019
Q1 		– Sell
-387,705
Closed -$6.03M – 40
2018
Q4 		$6.03M Sell
387,705
-164,649
-30% -$3.01M 1.42% 15
2018
Q3 		$10.9M Buy
552,354
+56,842
+11% +$1.18M 2.38% 12
2018
Q2 		$10.1M Buy
+495,512
New +$10.4M 2.44% 11

Other funds holding JEF

Vanguard Group
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Moab Capital Partners's JEF Position: Q1 2019 in Review

Moab Capital Partners sold out of Jefferies Financial Group (JEF) in Q1 2019, closing a stake of 387,705 shares — an estimated $6.03M sold.

Moab Capital Partners first reported a position in JEF in Q2 2018 and held it in 3 quarters. The position peaked at $10.9M in Q3 2018. 446 funds tracked by Wall St. Rank hold JEF as of Q1 2019.

  • Moab Capital Partners reported no remaining Jefferies Financial Group position as of Q1 2019 after selling out during the quarter.
  • Moab Capital Partners sold 387,705 Jefferies Financial Group shares in Q1 2019, an estimated $6.03M.
  • Moab Capital Partners first reported a position in Jefferies Financial Group in Q2 2018 and held it in 3 quarters.
  • Moab Capital Partners's Jefferies Financial Group position peaked at $10.9M in Q3 2018.
  • 446 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2019.

Based on Moab Capital Partners's 13F filing for Q1 2019, filed 15 May 2019.