Old Mutual Customised Solutions’s Jefferies Financial Group JEF Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	–	Sell	-12,065	Closed	-$245K	–	759
2018 Q1	$245K	Hold	12,065	–	–	0.03%	519
2017 Q4	$286K	Hold	12,065	–	–	0.03%	495
2017 Q3	$273K	Hold	12,065	–	–	0.04%	474
2017 Q2	$283K	Hold	12,065	–	–	0.04%	460
2017 Q1	$281K	Hold	12,065	–	–	0.04%	454
2016 Q4	$251K	Buy	12,065 +3,351	+38%	+$62.6K	0.05%	451
2016 Q3	$149K	Sell	8,714 -10,501	-55%	-$174K	0.04%	462
2016 Q2	$298K	Hold	19,215	–	–	0.08%	313
2016 Q1	$278K	Buy	+19,215	New	+$270K	0.07%	331
2014 Q4	–	Sell	-447	Closed	-$10K	–	733
2014 Q3	$10K	Sell	447 -1,452	-76%	-$32.7K	﹤0.01%	706
2014 Q2	$45K	Hold	1,899	–	–	0.01%	703
2014 Q1	$48K	Hold	1,899	–	–	0.01%	702
2013 Q4	$48K	Hold	1,899	–	–	0.01%	701
2013 Q3	$46K	Hold	1,899	–	–	0.01%	693
2013 Q2	$45K	Buy	+1,899	New	+$49.9K	0.01%	739

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Old Mutual Customised Solutions's JEF Position: Q2 2018 in Review

Old Mutual Customised Solutions sold out of Jefferies Financial Group (JEF) in Q2 2018, closing a stake of 12,065 shares — an estimated $245K sold.

Old Mutual Customised Solutions first reported a position in JEF in Q2 2013 and held it in 15 quarters. The position peaked at $298K in Q2 2016. 449 funds tracked by Wall St. Rank hold JEF as of Q2 2018.

Old Mutual Customised Solutions reported no remaining Jefferies Financial Group position as of Q2 2018 after selling out during the quarter.
Old Mutual Customised Solutions sold 12,065 Jefferies Financial Group shares in Q2 2018, an estimated $245K.
Old Mutual Customised Solutions first reported a position in Jefferies Financial Group in Q2 2013 and held it in 15 quarters.
Old Mutual Customised Solutions's Jefferies Financial Group position peaked at $298K in Q2 2016.
449 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.