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New England Securities’s Jefferies Financial Group JEF Stock Holding History

New England Securities’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
Q4 		$3K Hold
158
– – ﹤0.01% 1397
2014
Q3 		$3K Hold
158
– – ﹤0.01% 1402
2014
Q2 		$4K Hold
158
– – ﹤0.01% 1382
2014
Q1 		$4K Hold
158
– – ﹤0.01% 1335
2013
Q4 		$4K Sell
158
-167
-51% -$4.22K ﹤0.01% 1279
2013
Q3 		$8K Sell
325
-60
-16% -$1.44K ﹤0.01% 1057
2013
Q2 		$9K Buy
+385
New +$10.1K 0.01% 909

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

New England Securities's JEF Position: Q4 2014 in Review

New England Securities held its Jefferies Financial Group (JEF) position steady in Q4 2014 at 158 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

New England Securities first reported a position in JEF in Q2 2013 and has held it in 7 quarters since. The position peaked at $9K in Q2 2013. 429 funds tracked by Wall St. Rank hold JEF as of Q4 2014.

  • New England Securities held 158 shares of Jefferies Financial Group worth $3K as of Q4 2014.
  • New England Securities left its Jefferies Financial Group share count unchanged in Q4 2014.
  • Jefferies Financial Group made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1397 holding.
  • New England Securities first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 7 quarters since.
  • New England Securities's Jefferies Financial Group position peaked at $9K in Q2 2013.
  • 429 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.