OMCS
Old Mutual Customised Solutions’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-10,800
| Closed | -$245K | – | 759 |
|
|
2018
Q1 | $245K | Hold |
10,800
| – | – | 0.03% | 519 |
|
|
2017
Q4 | $286K | Hold |
10,800
| – | – | 0.03% | 495 |
|
|
2017
Q3 | $273K | Hold |
10,800
| – | – | 0.04% | 474 |
|
|
2017
Q2 | $283K | Hold |
10,800
| – | – | 0.04% | 460 |
|
|
2017
Q1 | $281K | Hold |
10,800
| – | – | 0.04% | 454 |
|
|
2016
Q4 | $251K | Buy |
10,800
+3,000
| +38% | +$69.7K | 0.05% | 451 |
|
|
2016
Q3 | $149K | Sell |
7,800
-9,400
| -55% | -$180K | 0.04% | 462 |
|
|
2016
Q2 | $298K | Hold |
17,200
| – | – | 0.08% | 313 |
|
|
2016
Q1 | $278K | Buy |
+17,200
| New | +$278K | 0.07% | 331 |
|
|
2014
Q4 | – | Sell |
-400
| Closed | -$10K | – | 733 |
|
|
2014
Q3 | $10K | Sell |
400
-1,300
| -76% | -$32.5K | ﹤0.01% | 706 |
|
|
2014
Q2 | $45K | Hold |
1,700
| – | – | 0.01% | 703 |
|
|
2014
Q1 | $48K | Hold |
1,700
| – | – | 0.01% | 702 |
|
|
2013
Q4 | $48K | Hold |
1,700
| – | – | 0.01% | 701 |
|
|
2013
Q3 | $46K | Hold |
1,700
| – | – | 0.01% | 693 |
|
|
2013
Q2 | $45K | Buy |
+1,700
| New | +$45K | 0.01% | 739 |
|