Northern Capital Management (Wisconsin)’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-16,254
| Closed | -$253K | – | 148 |
|
|
2015
Q4 | $253K | Sell |
16,254
-22,309
| -58% | -$347K | 0.11% | 136 |
|
|
2015
Q3 | $699K | Sell |
38,563
-101,285
| -72% | -$1.84M | 0.3% | 105 |
|
|
2015
Q2 | $3.04M | Buy |
139,848
+10,473
| +8% | +$228K | 1.41% | 24 |
|
|
2015
Q1 | $2.58M | Buy |
129,375
+12,417
| +11% | +$248K | 1.24% | 32 |
|
|
2014
Q4 | $2.35M | Sell |
116,958
-16,047
| -12% | -$322K | 1.16% | 32 |
|
|
2014
Q3 | $2.84M | Buy |
133,005
+1,782
| +1% | +$38K | 1.43% | 23 |
|
|
2014
Q2 | $3.08M | Buy |
131,223
+21,281
| +19% | +$499K | 1.53% | 17 |
|
|
2014
Q1 | $2.76M | Buy |
109,942
+8,021
| +8% | +$201K | 1.37% | 23 |
|
|
2013
Q4 | $2.59M | Sell |
101,921
-8,803
| -8% | -$223K | 1.35% | 27 |
|
|
2013
Q3 | $2.7M | Buy |
110,724
+50,399
| +84% | +$1.23M | 1.58% | 17 |
|
|
2013
Q2 | $1.42M | Buy |
+60,325
| New | +$1.42M | 0.88% | 48 |
|