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Palladium Partners’s Jefferies Financial Group JEF Stock Holding History

Palladium Partners’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
Q2 		– Sell
-1,122
Closed -$28K – 359
2014
Q1 		$28K Buy
+1,122
New +$27.7K ﹤0.01% 397
2013
Q4 		– Sell
-1,122
Closed -$27K – 360
2013
Q3 		$27K Hold
1,122
– – ﹤0.01% 392
2013
Q2 		$26K Buy
+1,122
New +$29.5K ﹤0.01% 400

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 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
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Palladium Partners's JEF Position: Q2 2014 in Review

Palladium Partners sold out of Jefferies Financial Group (JEF) in Q2 2014, closing a stake of 1,122 shares — an estimated $28K sold.

Palladium Partners first reported a position in JEF in Q2 2013 and held it in 3 quarters. The position peaked at $28K in Q1 2014. 424 funds tracked by Wall St. Rank hold JEF as of Q2 2014.

  • Palladium Partners reported no remaining Jefferies Financial Group position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 1,122 Jefferies Financial Group shares in Q2 2014, an estimated $28K.
  • Palladium Partners first reported a position in Jefferies Financial Group in Q2 2013 and held it in 3 quarters.
  • Palladium Partners's Jefferies Financial Group position peaked at $28K in Q1 2014.
  • 424 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.