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Nelson Capital Management’s Jefferies Financial Group JEF Stock Holding History

Nelson Capital 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
2015
Q1 		– Sell
-771
Closed -$15K – 291
2014
Q4 		$15K Buy
771
+291
+61% +$6K 0.01% 207
2014
Q3 		$10K Hold
480
– – ﹤0.01% 237
2014
Q2 		$11K Buy
480
+240
+100% +$5.57K ﹤0.01% 228
2014
Q1 		$6K Buy
+240
New +$5.92K ﹤0.01% 227

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 $609B AUM 40.19% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Nelson Capital Management's JEF Position: Q1 2015 in Review

Nelson Capital Management sold out of Jefferies Financial Group (JEF) in Q1 2015, closing a stake of 771 shares — an estimated $15K sold.

Nelson Capital Management first reported a position in JEF in Q1 2014 and held it in 4 quarters. The position peaked at $15K in Q4 2014. 423 funds tracked by Wall St. Rank hold JEF as of Q1 2015.

  • Nelson Capital Management reported no remaining Jefferies Financial Group position as of Q1 2015 after selling out during the quarter.
  • Nelson Capital Management sold 771 Jefferies Financial Group shares in Q1 2015, an estimated $15K.
  • Nelson Capital Management first reported a position in Jefferies Financial Group in Q1 2014 and held it in 4 quarters.
  • Nelson Capital Management's Jefferies Financial Group position peaked at $15K in Q4 2014.
  • 423 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2015.

Based on Nelson Capital Management's 13F filing for Q1 2015, filed 12 May 2015.