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Nine Chapters Capital Management’s Jefferies Financial Group JEF Stock Holding History

Nine Chapters 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
-70,938
Closed -$1.42M – 1052
2014
Q4 		$1.42M Buy
70,938
+32,174
+83% +$664K 0.12% 236
2014
Q3 		$827K Buy
38,764
+22,231
+134% +$501K 0.07% 357
2014
Q2 		$388K Buy
+16,533
New +$384K 0.03% 636

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 $3.38T AUM 44.17% 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

Nine Chapters Capital Management's JEF Position: Q1 2015 in Review

Nine Chapters Capital Management sold out of Jefferies Financial Group (JEF) in Q1 2015, closing a stake of 70,938 shares — an estimated $1.42M sold.

Nine Chapters Capital Management first reported a position in JEF in Q2 2014 and held it in 3 quarters. The position peaked at $1.42M in Q4 2014. 423 funds tracked by Wall St. Rank hold JEF as of Q1 2015.

  • Nine Chapters Capital Management reported no remaining Jefferies Financial Group position as of Q1 2015 after selling out during the quarter.
  • Nine Chapters Capital Management sold 70,938 Jefferies Financial Group shares in Q1 2015, an estimated $1.42M.
  • Nine Chapters Capital Management first reported a position in Jefferies Financial Group in Q2 2014 and held it in 3 quarters.
  • Nine Chapters Capital Management's Jefferies Financial Group position peaked at $1.42M in Q4 2014.
  • 423 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2015.

Based on Nine Chapters Capital Management's 13F filing for Q1 2015, filed 15 May 2015.