MU Investments Company’s Jefferies Financial Group JEF Stock Holding History

MU Investments Company’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 Q2	–	Sell	-11,586	Closed	-$232K	–	294
2015 Q1	$232K	Sell	11,586 -1,106	-9%	-$22.9K	0.11%	176
2014 Q4	$255K	Buy	12,692 +1,006	+9%	+$20.8K	0.11%	169
2014 Q3	$252K	Sell	11,686 -3,139	-21%	-$70.7K	0.12%	160
2014 Q2	$347K	Sell	14,825 -1,341	-8%	-$31.1K	0.16%	149
2014 Q1	$395K	Sell	16,166 -3,177	-16%	-$78.4K	0.18%	121
2013 Q4	$492K	Buy	19,343 +359	+2%	+$9.08K	0.21%	109
2013 Q3	$464K	Sell	18,984 -8,267	-30%	-$198K	0.22%	104
2013 Q2	$630K	Buy	+27,251	New	+$716K	0.27%	97

Other funds holding JEF

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FCM

Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

MU Investments Company's JEF Position: Q2 2015 in Review

MU Investments Company sold out of Jefferies Financial Group (JEF) in Q2 2015, closing a stake of 11,586 shares — an estimated $232K sold.

MU Investments Company first reported a position in JEF in Q2 2013 and held it in 8 quarters. The position peaked at $630K in Q2 2013. 431 funds tracked by Wall St. Rank hold JEF as of Q2 2015.

MU Investments Company reported no remaining Jefferies Financial Group position as of Q2 2015 after selling out during the quarter.
MU Investments Company sold 11,586 Jefferies Financial Group shares in Q2 2015, an estimated $232K.
MU Investments Company first reported a position in Jefferies Financial Group in Q2 2013 and held it in 8 quarters.
MU Investments Company's Jefferies Financial Group position peaked at $630K in Q2 2013.
431 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2015.

Based on MU Investments Company's 13F filing for Q2 2015, filed 24 Jul 2015.