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National Planning Corporation’s Jefferies Financial Group JEF Stock Holding History

National Planning Corporation’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
-5,150
Closed -$101K – 1386
2014
Q4 		$101K Buy
+5,150
New +$106K 0.01% 918
2014
Q1 		– Sell
-8,032
Closed -$204K – 736
2013
Q4 		$204K Buy
+8,032
New +$203K 0.02% 623

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

National Planning Corporation's JEF Position: Q1 2015 in Review

National Planning Corporation sold out of Jefferies Financial Group (JEF) in Q1 2015, closing a stake of 5,150 shares — an estimated $101K sold.

National Planning Corporation first reported a position in JEF in Q4 2013 and held it in 2 quarters. The position peaked at $204K in Q4 2013. 423 funds tracked by Wall St. Rank hold JEF as of Q1 2015.

  • National Planning Corporation reported no remaining Jefferies Financial Group position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 5,150 Jefferies Financial Group shares in Q1 2015, an estimated $101K.
  • National Planning Corporation first reported a position in Jefferies Financial Group in Q4 2013 and held it in 2 quarters.
  • National Planning Corporation's Jefferies Financial Group position peaked at $204K in Q4 2013.
  • 423 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.