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PDT Partners’s Jefferies Financial Group JEF Stock Holding History

PDT 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
2013
Q4 		– Sell
-11,953
Closed -$291K – 897
2013
Q3 		$291K Sell
11,953
-199,155
-94% -$4.77M 0.01% 1260
2013
Q2 		$4.96M Buy
+211,108
New +$5.55M 0.12% 203

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 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 $4.85B AUM 9.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

PDT Partners's JEF Position: Q4 2013 in Review

PDT Partners sold out of Jefferies Financial Group (JEF) in Q4 2013, closing a stake of 11,953 shares — an estimated $291K sold.

PDT Partners first reported a position in JEF in Q2 2013 and held it in 2 quarters. The position peaked at $4.96M in Q2 2013. 444 funds tracked by Wall St. Rank hold JEF as of Q4 2013.

  • PDT Partners reported no remaining Jefferies Financial Group position as of Q4 2013 after selling out during the quarter.
  • PDT Partners sold 11,953 Jefferies Financial Group shares in Q4 2013, an estimated $291K.
  • PDT Partners first reported a position in Jefferies Financial Group in Q2 2013 and held it in 2 quarters.
  • PDT Partners's Jefferies Financial Group position peaked at $4.96M in Q2 2013.
  • 444 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2013.

Based on PDT Partners's 13F filing for Q4 2013, filed 14 Feb 2014.