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New York Life Trust’s Jefferies Financial Group JEF Stock Holding History

New York Life Trust’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
2013
Q4 		– Sell
-2,083
Closed -$51K – 208
2013
Q3 		$51K Buy
2,083
+281
+16% +$6.73K 0.26% 140
2013
Q2 		$42K Buy
+1,802
New +$47.4K 0.19% 149

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
HK
Horizon Kinetics New York $3.06B AUM 5.37% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

New York Life Trust's JEF Position: Q4 2013 in Review

New York Life Trust sold out of Jefferies Financial Group (JEF) in Q4 2013, closing a stake of 2,083 shares — an estimated $51K sold.

New York Life Trust first reported a position in JEF in Q2 2013 and held it in 2 quarters. The position peaked at $51K in Q3 2013. 444 funds tracked by Wall St. Rank hold JEF as of Q4 2013.

  • New York Life Trust reported no remaining Jefferies Financial Group position as of Q4 2013 after selling out during the quarter.
  • New York Life Trust sold 2,083 Jefferies Financial Group shares in Q4 2013, an estimated $51K.
  • New York Life Trust first reported a position in Jefferies Financial Group in Q2 2013 and held it in 2 quarters.
  • New York Life Trust's Jefferies Financial Group position peaked at $51K in Q3 2013.
  • 444 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2013.

Based on New York Life Trust's 13F filing for Q4 2013, filed 14 Feb 2014.