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

Oakwood 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
2014
Q3 		– Sell
-8,983
Closed -$211K – 89
2014
Q2 		$211K Hold
8,983
– – 0.06% 68
2014
Q1 		$225K Buy
+8,983
New +$222K 0.07% 64

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BIT
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BMO
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JP
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RL
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BAM
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Oakwood Capital Management's JEF Position: Q3 2014 in Review

Oakwood Capital Management sold out of Jefferies Financial Group (JEF) in Q3 2014, closing a stake of 8,983 shares — an estimated $211K sold.

Oakwood Capital Management first reported a position in JEF in Q1 2014 and held it in 2 quarters. The position peaked at $225K in Q1 2014. 415 funds tracked by Wall St. Rank hold JEF as of Q3 2014.

  • Oakwood Capital Management reported no remaining Jefferies Financial Group position as of Q3 2014 after selling out during the quarter.
  • Oakwood Capital Management sold 8,983 Jefferies Financial Group shares in Q3 2014, an estimated $211K.
  • Oakwood Capital Management first reported a position in Jefferies Financial Group in Q1 2014 and held it in 2 quarters.
  • Oakwood Capital Management's Jefferies Financial Group position peaked at $225K in Q1 2014.
  • 415 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2014.

Based on Oakwood Capital Management's 13F filing for Q3 2014, filed 21 Oct 2014.